近期，Alphabet（谷歌母公司）因其自研的张量处理单元（TPU）芯片引发资本市场高度关注。投资者普遍认为，这一长期被视作“内部武器”的专用芯片，正从成本优化工具蜕变为潜在的万亿美元级收入新引擎。今年第四季度，Alphabet股价飙升31%，在标普500成分股中高居前十。分析人士指出，市场热情并非仅源于其大模型Gemini或广告业务复苏，更关键的是对TPU商业化前景的重新定价。谷歌第七代张量...
Source Link近期，Alphabet（谷歌母公司）因其自研的张量处理单元（TPU）芯片引发资本市场高度关注。投资者普遍认为，这一长期被视作“内部武器”的专用芯片，正从成本优化工具蜕变为潜在的万亿美元级收入新引擎。今年第四季度，Alphabet股价飙升31%，在标普500成分股中高居前十。分析人士指出，市场热情并非仅源于其大模型Gemini或广告业务复苏，更关键的是对TPU商业化前景的重新定价。谷歌第七代张量...
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