拳打英伟达、脚踢苹果？谷歌被曝加码推销自研芯片 AI助手也有进展_老虎社区_美港股上老虎

拳打英伟达、脚踢苹果？谷歌被曝加码推销自研芯片 AI助手也有进展

上海有色网09-04

美股周三开盘后，市值超2万亿美元的庞然巨物谷歌（Alphabet）飙涨超8%。除了在Chrome浏览器反垄断案中取得绝佳裁决外，公司的AI芯片和应用方面也传出多重利好。借着这股势头，谷歌正努力成为第四家跻身“3万亿美元市值”俱乐部的成员。英伟达眼皮底下展业？作为全球云计算三巨头，谷歌是英伟达顶级算力芯片的最大买家之一，然后通过谷歌云租给OpenAI、Meta等客户。但周三的最新消息显示，公司推广...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2564345663?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-09-04 08:44","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2564345663","market":"us","top_or_hot":-1,"title":"拳打英伟达、脚踢苹果？谷歌被曝加码推销自研芯片 AI助手也有进展","media":"上海有色网","content":"<div>\n<p>美股周三开盘后，市值超2万亿美元的庞然巨物谷歌（Alphabet）飙涨超8%。除了在Chrome浏览器反垄断案中取得绝佳裁决外，公司的AI芯片和应用方面也传出多重利好。借着这股势头，谷歌正努力成为第四家跻身“3万亿美元市值”俱乐部的成员。英伟达眼皮底下展业？作为全球云计算三巨头，谷歌是英伟达顶级算力芯片的最大买家之一，然后通过谷歌云租给OpenAI、Meta等客户。但周三的最新消息显示，公司推广...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025090408442897766043&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>拳打英伟达、脚踢苹果？谷歌被曝加码推销自研芯片 AI助手也有进展</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n拳打英伟达、脚踢苹果？谷歌被曝加码推销自研芯片 AI助手也有进展\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-04 08:44 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025090408442897766043&s=b><strong>上海有色网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美股周三开盘后，市值超2万亿美元的庞然巨物谷歌（Alphabet）飙涨超8%。除了在Chrome浏览器反垄断案中取得绝佳裁决外，公司的AI芯片和应用方面也传出多重利好。借着这股势头，谷歌正努力成为第四家跻身“3万亿美元市值”俱乐部的成员。英伟达眼皮底下展业？作为全球云计算三巨头，谷歌是英伟达顶级算力芯片的最大买家之一，然后通过谷歌云租给OpenAI、Meta等客户。但周三的最新消息显示，公司推广...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025090408442897766043&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2347655156.SGD","symbol_name":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025090408442897766043&s=b","article_id":"2564345663","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025090408442897766043&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2564345663","pubTimestamp":1756946653,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"但周三的最新消息显示，公司推广自研AI芯片的雄心丝毫未减。据悉，谷歌近来接触了一批主要购买英伟达芯片的小型云服务供应商，商谈在他们的数据中心里同时部署谷歌芯片。英伟达已向其中的许多公司注资，并优先供应眼下最抢手的芯片。目前尚不清楚为何谷歌积极向外部数据中心推销自研芯片。公司此前在8月底的发布会上短暂展示过这项功能，确认AI助手将取代现役的“谷歌助手”。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","GOOGL":"谷歌A","BK4534":"瑞士信贷持仓","NVDS":"1.5倍做空NVDA ETF-Tradr","NVDA":"英伟达","MACW.SI":"APPLE 3xLongSG261006","NVDU":"2倍做多NVDA ETF-Direxion","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","NVD2.UK":"2X NVIDIA ETP","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","2NVD.UK":"2X NVIDIA ETP","NVDX":"2倍做多NVDA ETF-T-Rex","SNVD.UK":"LS -1X NVIDIA","USJW.SI":"ALPHAB 3xLongSG261006","BK4612":"AI芯片","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","NVD":"2倍做空NVDA ETF-GraniteShares","NVD3.UK":"LS 3X NVIDIA","NVDY":"NVDA期权收益策略ETF-YieldMax","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","NVDS.UK":"LS -1X NVIDIA","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","BK4507":"流媒体概念","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","NVDD":"1倍做空NVDA ETF-Direxion","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","SG9999002232.USD":"Allianz Global High Payout USD","3NVD.UK":"LS 3X NVIDIA","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","BK4525":"远程办公概念","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","GOOG":"谷歌","NVIW.SI":"NVDA 3xLongSG261006","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc"},"translate_title":"Punch Nvidia, kick Apple? Google is exposed to increasing its promotion of self-developed chips and AI assistants have also made progress","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SNVD.UK":0.6,"NVD2.UK":0.6,"USJW.SI":0.6,"2NVD.UK":0.6,"NVDX":0.6,"NVIW.SI":0.6,"NVD":0.6,"NVDS":0.6,"NVDD":0.6,"NVD3.UK":0.6,"NVDY":0.6,"GOOG":1,"NVDA":1,"NVDU":0.6,"3NVD.UK":0.6,"MACW.SI":0.6,"NVDS.UK":0.6,"GOOGL":1},"content_text":"美股周三开盘后，市值超2万亿美元的庞然巨物谷歌（Alphabet）飙涨超8%。除了在Chrome浏览器反垄断案中取得绝佳裁决外，公司的AI芯片和应用方面也传出多重利好。借着这股势头，谷歌正努力成为第四家跻身“3万亿美元市值”俱乐部的成员。英伟达眼皮底下展业？作为全球云计算三巨头，谷歌是英伟达顶级算力芯片的最大买家之一，然后通过谷歌云租给OpenAI、Meta等客户。但周三的最新消息显示，公司推广自研AI芯片的雄心丝毫未减。据悉，谷歌近来接触了一批主要购买英伟达芯片的小型云服务供应商，商谈在他们的数据中心里同时部署谷歌芯片。知情人士称，谷歌已经有所进展——与总部位于伦敦的Fluidstack达成协议，在其纽约的一处数据中心托管谷歌TPU。谷歌也曾试接触过其他云服务商，包括有“英伟达亲儿子”之称的CoreWeave。谷歌的谈判显示它正试图接近那些“背靠英伟达扶持”的新兴云服务供应商。与谷歌、亚马逊这样的大型云服务公司不同，这些新兴企业几乎只使用英伟达的芯片，而且更愿意采购多种英伟达产品。英伟达已向其中的许多公司注资，并优先供应眼下最抢手的芯片。同时由于主流AI开发者仍对英伟达的生态存在依赖，云服务商这么做在商业上也行得通。商业的事情自然也能用“钞能力”摆平。据悉，谷歌谈妥Fluidstack的方式很简单粗暴——如果Fluidstack无法承担建造纽约数据中心的费用，谷歌同意作为“后备担保”来介入，并提供最高32亿美元的资金支持。目前尚不清楚为何谷歌积极向外部数据中心推销自研芯片。有推测称，谷歌可能无法迅速建造数据中心安置这些芯片，也有可能寄希望于外部云服务商为其TPU算力寻找新的客户。在后一种情况下，谷歌将直接与英伟达展开竞争。AI家居助手也有新消息谷歌也在周三宣布，名为“Gemini for Home”的人工智能家居功能将于10月1日发布更多信息，包括为该AI助理设计的新设备。公司此前在8月底的发布会上短暂展示过这项功能，确认AI助手将取代现役的“谷歌助手”。（来源：X）毫无疑问，由AI驱动的智能家居助手，将会令谷歌的老对手苹果抓耳挠腮一番。后者的人工智能Siri升级至少要跳票到明年春季。根据谷歌的介绍，由Gemini AI驱动的服务将在一项苹果失约多时的功能上取得领先：同时理解一串指令并执行，例如“调暗灯光，并把温度设定在26摄氏度”。谷歌也承诺，即将上线的AI助手能够理解诸如“播放今年那部夏季赛车大片里的歌”等需要额外信息的指令。谷歌曾表示，该服务将推出免费和付费订阅两种版本，类似于亚马逊的Alexa和Alexa+。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}