市场分析：Meta洽谈使用谷歌芯片英伟达主导地位受到挑战

格隆汇2025-11-26

据知情人士透露，Meta Platforms正洽谈在其人工智能（AI）业务中使用谷歌制造的芯片，此举将有助于该公司摆脱对英伟达的依赖，实现多元化。这笔交易的价值可能达数十亿美元，但谈判仍在继续，未必会达成。其中一位知情人士说，目前尚未确定Meta会把这些被称为张量处理单元（TPU）的芯片用于训练AI模型，还是用于推理。推理是指已训练模型对查询生成回应的过程，所需算力低于训练。谷歌多年来一直致力于...

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Sullivan）说。“他们正在竞相获取尽可能多的数据中心算力。”投资者、分析师和数据中心运营商表示，谷歌的TPU是英伟达在AI计算市场主导地位面临的最大威胁之一，但要挑战英伟达，谷歌必须开始更广泛地向外部客户销售这些芯片。","kind":"live","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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市场分析：Meta洽谈使用谷歌芯片 英伟达主导地位受到挑战

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市场分析：Meta洽谈使用谷歌芯片英伟达主导地位受到挑战