金吾财讯 | 谷歌(GOOG)盘中扬升3.57%，最新报258.48美元，成交额11.76亿美元。消息面上，多家外媒周一爆料称，谷歌正在开发一款专为其Gemini AI模型量身定制的新型服务器芯片，将模型架构直接固化于硅片之中，以大幅提升AI推理效率。据知情人士透露，这款被内部称为“Frozen v2”的芯片效率或达现有自研芯片的6至10倍，最早有望于2028年投入部署。两位直接知情人士还透露，这一项目的直接驱动力，是谷歌内部严峻的AI算力短缺问题——这一短缺已引发内部矛盾，并迫使谷歌云拒绝部分外部客户的合作请求。Frozen v2将部分Gemini模型的决策逻辑预先嵌入芯片，从而减少运行时的计算步骤与数据搬运量，以提升响应速度并降低单位算力功耗。
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