博通总裁陈福阳预测，随着大模型厂商算力争夺白热化，Anthropic与OpenAI将超越谷歌，成为博通AI ASIC业务前两大核心客户。其中Anthropic预计2027至2028年成长为最大XPU定制芯片客户，OpenAI紧随其后列第二。
英伟达与联发科宣布深化合作，覆盖AI基础设施、本地AI计算与汽车领域，共建下一代AI计算平台。英伟达投资35亿美元联发科可转债。联发科将采用NVLink Fusion平台，为超大规模企业、云服务商等提供定制XPU，接入英伟达AI工厂。
高通宣布收购AI软件公司Modular，交易预计2026年下半年完成，需满足成交条件及监管批准。Modular专注为不同架构AI XPU提供高效软件栈，其AI原生平台性能业界领先。此举有助高通强化跨硬件生态的软件能力。
芯片巨头博通联合阿波罗及黑石成立AI XPV平台，投入巨资构建下一代算力基础设施，支持前沿AI实验室。博通提供定制化XPU及先进网络方案，满足大模型训练需求。
Openai
$0.63
输入tokens/百万
$3.15
输出tokens/百万
131
上下文长度
Alibaba
-
Google
$0.14
$0.28
$0.35
$0.7
$1.4
Deepseek
$1
8
$2
128
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