英伟达与安靠达成约15亿美元多年协议，由英伟达预付支持安靠在亚利桑那州扩建先进封装产能，共同研发面向AI及数据中心加速计算的高密度互连与异构集成等封测技术，以实现不同工艺芯片与组件的高效整合。
一行GitHub公开代码意外暴露Anthropic芯片布局。AMD AI业务高管提交的代码中，留下Anthropic将作为其客户的痕迹。行业分析机构SemiAnalysis指出，这虽非官方披露，却释放出明确信号：Anthropic正主动拓宽算力供应链，不再依赖单一芯片供应商。
美光与Anthropic达成战略合作，将围绕AI内存架构设计、技术研发与供应链保障展开协同，重点突破高带宽存储器、DRAM及固态硬盘在AI训练和推理中的应用，标志着算力竞争从模型延展至底层硬件。
美国国防部正加速AI采购战略转型，将Anthropic的Claude系列模型列为“供应链风险”后，启动六个月过渡计划，停止使用其产品。同时，五角大楼开展“超级用户”测试，推动供应商多元化，从单一采购转向精准匹配，以强化机密网络下的算力支持。
Anthropic
$21
输入tokens/百万
$105
输出tokens/百万
200
上下文长度
Iflytek
$2
-
Baichuan
4
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