文|徐涛 雷俊成近期谷歌在AI方向的加速让市场看到其软硬件一体化的潜力,也强化了其自研的TPU芯片在AI计算加速的适用性,同时The Information报道谷歌和Meta正商谈进行对外销售TPU,如果落地也将是ASIC商业模式的突破。我们认为英伟达GPU作为主流AI算力芯片的格局仍会保持不变,谷歌TPU产业链也有潜力成为2026年AI硬件领域弹性最大的子板块之一,建议关注算力基建和应用落地等...
Source Link文|徐涛 雷俊成近期谷歌在AI方向的加速让市场看到其软硬件一体化的潜力,也强化了其自研的TPU芯片在AI计算加速的适用性,同时The Information报道谷歌和Meta正商谈进行对外销售TPU,如果落地也将是ASIC商业模式的突破。我们认为英伟达GPU作为主流AI算力芯片的格局仍会保持不变,谷歌TPU产业链也有潜力成为2026年AI硬件领域弹性最大的子板块之一,建议关注算力基建和应用落地等...
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