惊人的3.5吉瓦算力！ Anthropic联手博通谷歌布局下一轮AI竞争！关注创业板人工智能ETF（159363）布局机遇！_老虎社区_美港股上老虎

惊人的3.5吉瓦算力！ Anthropic联手博通谷歌布局下一轮AI竞争！关注创业板人工智能ETF（159363）布局机遇！

新浪基金04-09

Anthropic 与谷歌及博通达成新合作，将通过下一代 TPU 获得约3.5吉瓦算力，以应对迅速增长的市场需求。　　热点追踪　　Anthropic公司与谷歌和博通的合作协议标志着AI算力供应链多元化的重要进展。根据协议，Anthropic将从2027年起获得基于谷歌TPU处理器、由博通提供的约3.5吉瓦AI算力支持。这一合作不仅反映了Anthropic业务快速增长的需求——其AI模型“...

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Anthropic teams up with Broadcom and Google to lay out the next round of AI competition! Pay attention to GEM Artificial Intelligence ETF (159363) layout opportunities!","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/d6353cefd60f6eeb137ba57d415ef926","symbols_score_info":{"159363":1.95,"159967":0.6,"399001":0.6,"510300":0.6,"510880":0.6,"512510":0.6,"512880":0.6,"515890":0.6,"000905.SH":0.6,"USJW.SI":0.6,"AVGX":0.6,"AVGG":0.6,"AAPL":0.6,"AVS":0.6,"GOOW":0.6,"TSLA":0.6,"AVGU":0.6,"GOOP":0.6,"GOOG":1.92,"GOOY":0.6,"GGLL":0.6,"META":0.6,"000688.SH":0.6,"GOU":0.6,"NVDA":1.85,"GOOX":0.6,"AVL":0.6,"AMZN":0.6,"MSFT":0.6,"000300.SH":0.6,"AVGW":0.6,"GGLS":0.6,"AVGO":1.9},"content_text":"Anthropic 与谷歌及博通达成新合作，将通过下一代 TPU 获得约3.5吉瓦算力，以应对迅速增长的市场需求。\n　　热点追踪\n　　Anthropic公司与谷歌和博通的合作协议标志着AI算力供应链多元化的重要进展。根据协议，Anthropic将从2027年起获得基于谷歌TPU处理器、由博通提供的约3.5吉瓦AI算力支持。这一合作不仅反映了Anthropic业务快速增长的需求——其AI模型“Claude”的营收已从2025年底的约90亿美元激增至目前的300多亿美元，更凸显了博通在AI定制芯片领域的战略地位。博通CEO陈福阳此前曾预测，公司2027年AI收入将突破1000亿美元，而此次协议进一步强化了这一预期。这一合作也代表了AI算力市场的结构性演变：在英伟达GPU主导的“第一供应链”之外，由谷歌TPU和博通制造能力结合的“第二供应链”正在形成。这种多元化趋势有助于缓解算力供应紧张，为AI行业提供更可持续的基础设施支持。\n　　热点解读\n　　Anthropic与谷歌、博通深化合作，大规模部署下一代TPU算力\n　　Anthropic与谷歌、博通签署协议，共同开发数吉瓦级新一代TPU算力，预计2027年起逐步上线，该项目为Anthropic迄今规模最大的算力投入，主要部署于美国境内，进一步加码其500亿美元美国算力基础设施投资计划。此次合作延续了双方的战略布局：2025年10月，Anthropic已宣布与谷歌扩大合作，计划部署多达100万枚TPU（算力超1GW）支持Claude模型需求。TPU作为谷歌自研AI芯片，除自用外，大模型厂商（如Meta）也积极采用，凸显其在高性能推理与训练场景的竞争力。\n　　算力需求爆发驱动底层硬件生态竞争\n　　Anthropic商业化进程呈爆发式增长，年化营收突破300亿美元，企业客户数超1000家，算力需求持续攀升。大模型厂商为降低对单一AI计算芯片的依赖，积极寻求多元算力方案，TPU与GPU的竞争间接推动晶圆代工、先进封装及存储产业链发展。谷歌通过TPU供应强化其云生态，与英伟达GPU形成差异化竞争，未来AI芯片市场格局或将进一步分化。\n　　投资逻辑\n　　Anthropic与谷歌及博通达成新一代TPU算力合作，获得约3.5吉瓦算力支持，显著提升其AI模型Claude的算力基础设施，应对快速增长的市场需求。Anthropic年化营收已突破300亿美元，企业客户数量翻倍，商业化进程爆发式增长。谷歌TPU与博通合作强化了AI芯片供应链的多元化和竞争力，缓解了台积电CoWoS先进封装产能紧张压力。博通作为AI定制芯片核心供应商，2027年AI收入预期突破1000亿美元，此次合作进一步巩固其市场地位。AI推理需求提升推动存储技术发展，HBM和片上SRAM成为关键方向，为产业链带来新增量。北美云厂商资本开支持续增长，AI算力需求强劲，ASIC芯片迎来爆发式增长，带动晶圆代工、先进封装、存储等核心环节景气向上。Anthropic与谷歌的深度合作不仅降低对单一AI芯片的依赖，还优化了成本结构，为AI行业提供了更可持续和高效的算力解决方案，利好整个AI产业链的发展前景。\n　　把握AI算力机遇，建议关注双创AI赛道规模、流动性第一的创业板人工智能ETF（159363）及场外联接（A类023407、C类023408），直接受益于AI技术商业化爆发的增长红利。从赛道看，创业板人工智能约七成仓位布局算力（光模块/CPO龙头），约三成仓位布局AI应用，不止是“算力”核心，也是真正的“AI应用”代表。\n　　风险提示：创业板人工智能ETF华宝被动跟踪创业板人工智能指数，该指数基日为2018.12.28，发布日期为2024.7.11，创业板人工智能指数2021-2025年年度涨跌幅分别为：17.57%、-34.52%、47.83%、38.44%、106.35%。指数成份股构成根据该指数编制规则适时调整，其回测历史业绩不预示指数未来表现。文中指数成份股仅作展示，个股描述不作为任何形式的投资建议，也不代表管理人旗下任何基金的持仓信息和交易动向。基金管理人评估的本基金风险等级为R4-中高风险，适宜积极型（C4）及以上的投资者，适当性匹配意见请以销售机构为准。任何在本文出现的信息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，投资人须对任何自主决定的投资行为负责。另，本文中的任何观点、分析及预测不构成对阅读者任何形式的投资建议，亦不对因使用本文内容所引发的直接或间接损失负任何责任。基金投资有风险，基金的过往业绩并不代表其未来表现，基金管理人管理的其他基金的业绩并不构成基金业绩表现的保证，基金投资须谨慎。\n\nMACD金叉信号形成，这些股涨势不错！\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张乔松","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":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}