AI 看世界・早报 EP40 | 2026.08.07 DeepSeek官宣涨价

AI 看世界・早报 EP40 | 2026.08.07 DeepSeek官宣大幅涨价，AI价格战见顶时长：3分11秒本期看点：DeepSeek涨价 · Anthropic自研芯片 · OpenAI甜甜圈音箱 · 特斯拉晶圆厂内容概要：1️⃣ DeepSeek官宣大幅涨价，AI价格战要见顶了？DeepSeek计划近期整体上调API定价，涨幅预计较大。作为白菜价代名词、上周刚登顶全球调用量第一，这一涨等于宣告大模型价格战烧不动了，算力成本压力最终落到用户头上。2️⃣ Anthropic确认自研芯片，巨头排队摆脱英伟达Anthropic证实正在组建自研芯片团队，仍会自研和采购并行。前脚砸100亿美元签算力新贵，后脚招人自己造芯片——OpenAI早就跟博通合作造了Jalapeño推理芯片，谷歌Meta也都在用自研芯片，巨头集体给英伟达去依赖。3️⃣ OpenAI首款AI音箱曝光，甜甜圈造型定价三四百美元爆料称OpenAI首款AI硬件是智能音箱：甜甜圈造型、冰球大小，主打有生命感的语音交互，定价300-400美元，跟苹果前设计总监Jony Ive的LoveFrom合作，预计2027年上市。4️⃣ 特斯拉晶圆厂落地得州，马斯克要把尖端制造搬回美国特斯拉Terafab晶圆厂正式落地得克萨斯州。AI公司排队造芯片、车企巨头下场建晶圆厂，芯片供应链争夺战从数据中心卷到工厂车间。快讯串烧- ChatGPT免费用户默认模型升级GPT-5.6 Luna，Plus/Pro换GPT-5.6 Sol，免费版开放无限文本对话- TikTok裁员250人，关闭美国纳什维尔办公室- 英伟达考虑降低Rubin Ultra GPU配置，缓解HBM存储芯片短缺关键词DeepSeek涨价 · 自研芯片 · OpenAI音箱 · 特斯拉晶圆厂 · 算力

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AI 看世界・早报 EP40 | 2026.08.07 DeepSeek官宣涨价

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