AI产业务实转型聚焦商业回报国产AI芯片推理赛道崛起正当时

ITBEAR科技资讯02-27

春节假期，全球算力产业链迎来多起引发市场高度关注的事件。OpenAI宣布调整AI基础设施投资规划，meta与英伟达达成大额芯片采购协议，初创企业Taalas推出新型AI芯片，这些动态折射出行业正经历结构性变革，投资重心从基础设施扩张转向商业化落地与算力效率优化。OpenAI将2030年前AI基础设施支出目标从1.4万亿美元下调至6000亿美元，引发市场对AI产业泡沫的担忧。但据知情人士透露，此次...

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AI产业务实转型聚焦商业回报国产AI芯片推理赛道崛起正当时