英伟达CEO黄仁勋在行业交流会上表示，季度营收逼近千亿美元但增长仍在加速。管理层回应ASIC竞争加剧及产品路线图质疑，重申AI算力核心竞争力，并对下一代旗舰架构Rubin Ultra推迟至2028年的传闻作出澄清。
AI推理芯片初创公司Etched近日完成融资，估值达50亿美元，年销售额突破10亿美元。该公司专注为特定任务设计的ASIC推理芯片，其成功有力验证了推理芯片的市场潜力和强劲需求，为全球及国内芯片设计行业注入强心针。
当地时间6月24日，OpenAI与博通联合发布首款定制AI推理芯片Jalapeño，该ASIC专为大模型推理打造，标志着其深度介入硬件架构，寻求摆脱单一算力供应依赖，开发效率惊人。
高通与字节跳动于5月26日签署AI芯片供应合作协议。高通将为字节跳动提供数百万颗定制化ASIC芯片，用于支持数据中心AI工作负载及智能体软件基础设施。此次合作不仅是商业采购，更涉及大规模芯片供应与生产制造的深度绑定。
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