智通财经APP获悉，阿里、百度早盘高开。截至发稿，阿里巴巴-W(09988)涨5.86%，报151.7港元；百度集团-W(09888)涨3.76%，报110.5港元。
消息面上，据报道，四位知情人士称，阿里巴巴、百度已开始采用内部自主设计的芯片训练他们的AI大模型，取代了部分英伟达芯片。报道称，阿里自今年初以来已将自研芯片应用于轻量级AI模型的训练，百度则正试验使用昆仑芯的P800芯片训练新版文心大模型。
值得注意的是，海外OpenAI宣布与博通联合设计首款自研AI芯片，谷歌加速自研TPU进入第三方数据中心与英伟达直接竞争。招商证券指出，AI芯片自研潮兴起，意味着AI基础设施行业正从“单一GPU供给约束”向“多元化定制芯片方案”切换，投资逻辑边际上从硬件垄断走向生态博弈。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.