据台媒钜亨网援引分析报告，谷歌计划2028年部署1200万至1500万颗自研TPU v9 AI加速芯片，同期英伟达AI GPU出货约1240万颗，谷歌有望在出货量上超越。TPU是谷歌定制ASIC芯片，从不外售，此举旨在降低对英伟达算力的依赖和成本。
据《华尔街日报》报道，英伟达已对前OpenAI首席科学家兼联合创始人伊尔亚·苏茨克维的保密实验室SSI完成实质性投资，金额未公开。核心以大量旗舰GPU换取算力提升一个数量级，此前该实验室主要依赖谷歌TPU。这标志着英伟达罕见直接押注前沿AI安全研究。
谷歌正研发代号Frozen v2的AI芯片，将Gemini模型的架构直接固化在硅片中，以省去部分算力与数据搬运，提升推理效率。与最新通用TPU相比，该芯片有望实现更高的能效比，更经济地运行大模型。
谷歌自研TPU转型对外商用，联手博通为Anthropic等客户提供AI基础设施，直击英伟达86%市场份额。凭借成本与系统优势，商业化进程加速，重塑AI芯片竞争格局。
Google
$0.7
输入tokens/百万
$2.8
输出tokens/百万
1k
上下文长度
$2.1
$17.5
Openai
$0.63
$3.15
131
Chatglm
$8
$16
128
$2
Alibaba
-
$140
$280
32
$8.75
$70
$0.14
$0.28
$0.35
$1.4
Deepseek
$1
8
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