Alphabet二季度资本支出同比暴涨100%至449.2亿美元，年化逼近1800亿美元；营收增24%至1198亿美元，超预期。谷歌云营收飙升82%至248亿美元，运营利润率近乎翻倍，巨额算力投入正转化为强劲盈利引擎。
OpenAI算力利润率升至70%，较去年底大幅提升，显示其付费产品盈利能力增强。公司通过优化运营、提升收入和控制成本，巩固在AI领域的市场地位。
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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