谷歌拟向Meta直接销售TPU，英伟达市场或遭进一步蚕食

GateNewsBot

2025-11-25 00:08:56

Odaily星球日报讯谷歌母公司 Alphabet（GOOG.O）正与 Meta（META.O）等公司洽谈，拟向其开放自研 Tensor AI 芯片使用权，进一步拓展与英伟达（NVDA.O）的竞争格局。受此消息影响，谷歌及其 AI 芯片合作伙伴博通盘后上涨，英伟达与 AMD 股价则应声下跌。谷歌传统上仅将自研的 TPU 部署于自有数据中心并向客户出租算力。但美国科技媒体 The Information 在当地时间周一晚间报道称，谷歌现计划直接向客户销售 TPU 芯片供其部署于自有数据中心。Meta 正考虑自 2027 年起采购价值数十亿美元的谷歌 TPU 芯片用于其数据中心，同时拟最早于 2026 年开始向谷歌云租用 TPU 算力。而目前 Meta 的 AI 业务主要依赖英伟达 GPU。这对共同设计 Tensor 芯片的谷歌与博通而言，意味着一个潜力巨大的新兴市场。同时或将形成对英伟达和 AMD 的重大竞争压力，可能冲击后者的销售额与定价权。（金十）

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