谷歌、亚马逊、微软及Meta计划2026年投入7250亿美元于AI领域，较去年4100亿美元增长77%，远超此前预估。仅一季度四家资本开支达1300亿美元，显示AI基础设施竞赛白热化。其中微软预计支出1900亿美元，增幅翻倍。
微软财报显示，其AI助手Copilot在Microsoft 365中取得里程碑进展，企业付费席位超2000万，标志着AI办公工具大规模普及。购买超5万席位的大企业数量翻四倍，拜耳、强生等巨头订购规模显著增长。
Mistral AI于4月28日发布企业级AI编排层Workflows，作为Mistral Studio平台关键组件，旨在将零散AI流程转化为可大规模生产的系统。该工具已进入公开预览，获ASML、ABANCA及CMA-CGM等跨国巨头应用。技术架构基于Temporal引擎，支持Python定义复杂流程，提升核心业务效率。
谷歌DeepMind CEO德米斯·哈萨比斯4月27日访韩，行程密集、规格高，先后与韩国总统及三星、LG、现代等企业高层会晤，聚焦AI战略合作。核心目标是将AI技术从云端延伸至终端设备，推动DeepMind在终端领域的布局。
Xai
$1.4
输入tokens/百万
$3.5
输出tokens/百万
2k
上下文长度
Anthropic
$105
$525
200
Google
$0.7
$2.8
1k
$7
$35
$2.1
$17.5
$21
Alibaba
-
Baidu
128
$6
$24
256
Bytedance
$1.2
$3.6
4
$2
$3.9
$15.2
64
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