通信周跟踪:海外产业面和国内政策面共振 把握三季报进攻修复

山西证券
Oct 30, 2025

1)Anthropic 向谷歌追加百万块TPU 算力交易,海外AI 基建持续加码。根据智东西10 月24 日消息,谷歌Anthropic 发布声明,宣布谷歌将向Anthropic 供应至多100 万块专用TPU 以及附加的谷歌云服务,交易价值数百亿美元。本次TPU 扩容计划于2026 年部署完成,将新增超1GW 算力承载。谷歌作为Anthropic 曾经的投资方,开始接受超预期的“算力加单”,我们...

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