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谷歌拟向 Meta 直接销售 TPU,英伟达市场或遭进一步蚕食
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比推消息, 谷歌母公司 Alphabet(GOOG.O)正与 Meta(META.O)等公司洽谈,拟向其开放自研 Tensor AI 芯片使用权,进一步拓展与英伟达(NVDA.O)的竞争格局。受此消息影响,谷歌及其 AI 芯片合作伙伴博通盘后上涨,英伟达与 AMD 股价则应声下跌。谷歌传统上仅将自研的 TPU 部署于自有数据中心并向客户出租算力。但美国科技媒体 The Information 在当地时间周一晚间报道称,谷歌现计划直接向客户销售 TPU 芯片供其部署于自有数据中心。Meta 正考虑自 2027 年起采购价值数十亿美元的谷歌 TPU 芯片用于其数据中心,同时拟最早于 2026 年开始向谷歌云租用 TPU 算力。而目前 Meta 的 AI 业务主要依赖英伟达 GPU。这对共同设计 Tensor 芯片的谷歌与博通而言,意味着一个潜力巨大的新兴市场。同时或将形成对英伟达和 AMD 的重大竞争压力,可能冲击后者的销售额与定价权。
风险提示: 本新闻涉及的内容仅供参考,不构成投资建议。依据发布的信息以及所表达的意见行事所造成的一切后果由行事者自负。文章链接 |
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