谷歌在Cloud Next 26大会上发布“代理企业”核心基础设施，全面重塑AI架构，推动竞争进入以自主智能体为核心的生产力时代。关键更新包括：首次将第八代TPU拆分为专用训练版本TPU8t和推理优化版本TPU8i，实现底层算力的“拆分”与“规模”革命。
微软租用挪威北极圈内原为OpenAI准备的3万块英伟达芯片算力资源，取代OpenAI成为“挪威星门”项目租客，显示AI基础设施竞争格局生变。
DeepSeek V4预计4月发布，官网新职位揭示其战略重心。公司正大规模招聘Agent算法研究员、数据评测专家和基础设施工程师，工作地点在杭州和北京。核心信号是对标Claude，发力AI编程，尤其关注候选人对Rust等编程语言的掌握能力。
阿里云宣布3月18日起上调AI算力及存储产品价格，最高涨幅达34%，涵盖算力卡与高性能存储等核心产品线。其中，平头哥真武810E等算力卡产品涨价5%至34%，智算版CPFS存储涨幅达30%。阿里云表示，全球AI需求激增导致供应链成本上升，云基础设施成本进入动态调整阶段。
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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