SpaceX IPO目标估值超2万亿美元；算力紧缺，英伟达H100租赁价格飙升40%丨全球科技早参

每日经济新闻04-03

｜2026年4月3日星期五｜　　NO.1 算力紧缺，英伟达H100租赁价格飙升40%　　当地时间4月2日，据半导体研究机构SemiAnalysis推出的“H100一年期租赁合约价格指数”，英伟达H100的租赁合约价格从2025年10月跌至每小时1.7美元后，已经在今年3月飙升至每小时2.35美元，涨幅近40%。至于架构更先进的Blackwell芯片，SemiAnalysis表示，由于对开源模型的...

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算力紧缺，英伟达H100租赁价格飙升40%　　当地时间4月2日，据半导体研究机构SemiAnalysis推出的“H100一年期租赁合约价格指数”，英伟达H100的租赁合约价格从2025年10月跌至每小时1.7美元后，已经在今年3月飙升至每小时2.35美元，涨幅近40%。至于架构更先进的Blackwell芯片，SemiAnalysis表示，由于对开源模型的强劲需求以及推理需求的持续激增，新部署的Blackwell交付周期目前已延长至6~7个月。　　点评：租赁价格的飙升验证了AI算力仍处于绝对卖方市场，且推理需求正取代训练成为新的增长引擎。　　NO.2 SpaceX IPO目标估值超2万亿美元　　当地时间4月2日，据媒体援引知情人士透露，SpaceX已将其IPO目标估值提高到2万亿美元以上。SpaceX及其顾问正准备在未来几周的投资者简报会上向潜在投资者透露其IPO的估值。如果SpaceX的估值超过2万亿美元，那么在短短2个月内，其估值将增长近三分之二。此前2月份有报道称，SpaceX收购马斯克的xAI后，合并后的公司估值达到1.25万亿美元。　　点评：SpaceX估值的跨越式增长反映了资本市场对商业航天与AI基建融合前景的高度认可。　　NO.3 谷歌发布Gemma 4开源AI模型　　当地时间4月2日，谷歌宣布推出最新的Gemma 4开源模型。谷歌声称Gemma 4专为高级推理和智能体工作流程而打造，实现了前所未有的智能水平。本次推出的Gemma 4模型包含四个不同参数的版本。其中，26B和31B模型专为配备强大GPU（例如英伟达H100）的高端服务器而设计，而E2B和E4B模型主要面向移动设备和物联网设备。它们的参数占用空间较小，从而最大限度地降低了对设备性能的影响，使其能够在移动设备和边缘设备上高效运行。　　点评：谷歌此举加剧了大模型在多端落地的技术竞赛，为半导体芯片、边缘计算、AI手机及物联网板块注入了全新增长预期，凸显了端云协同在AI商业化进程中的核心价值。　　NO.4 OpenAI收购科技行业脱口秀节目TBPN　　当地时间4月2日， OpenAI宣布已收购TBPN。TBPN是一家旨在与彭博社和CNBC竞争的在线谈话节目，提供即时的科技新闻分析和高管访谈。OpenAI没有透露具体的交易条款。尽管TBPN的观众群体仍然不大，在各个在线平台上的平均每集观看人数约为7万人，但该节目在硅谷高层中颇受欢迎，他们认为TBPN比传统新闻媒体更能支持硅谷的发展。曾作为嘉宾出现在节目中的首席执行官包括Meta CEO扎克伯格、微软CEO纳德拉和OpenAI CEO阿尔特曼。TBPN于2024年10月成立，并于2025年3月起每周一至周五每天进行3小时的直播。该公司表示，目前已实现盈利，2025年广告收入约为500万美元。据该公司预测，TBPN有望在2026年实现超过3000万美元的收入。OpenAI表示，TBPN将向OpenAI首席全球事务官Chris Lehane汇报工作，并将协助公司进行公关和营销。　　点评：OpenAI收购硅谷谈话节目TBPN，旨在通过自有媒体渠道强化品牌叙事与公关营销能力。　　NO.5 澳大利亚科研团队验证全球首款量子电池，有望“瞬时充电”　　近日，据媒体报道，由澳大利亚联邦科学与工业研究组织（CSIRO）牵头的研究团队在量子储能领域取得突破，成功研发并验证了全球首款概念性量子电池。该研究由墨尔本大学和皇家墨尔本理工大学参与，成果已发表于《光：科学与应用》期刊。与依靠化学反应的传统电池不同，量子电池利用量子力学的“超吸收”特性运行，其充电功率增速快于电池容量，能通过单次大功率活动迅速汲取光能，极大提升效率。科学家表示，这项技术成熟后，有望重塑当前的储能和交通格局。虽然目前尚处于原型验证阶段，但其展示的超线性增长性能为未来电子设备的闪充提供了全新可能。　　点评：量子电池的成功验证是储能技术从化学能向量子能跨越的里程碑。虽然距离大规模商业化尚远，但其潜力足以颠覆现有的动力电池竞争格局。　　免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。（文章来源：每日经济新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"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":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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