算力溢价的「诸神黄昏」：大厂自研芯片与 AI 推理成本的极致垂直化

算力溢价的「诸神黄昏」：大厂自研芯片与 AI 推理成本的极致垂直化：在硅谷帕罗奥图的咖啡馆里，曾经最令创业者焦虑的词汇是「GPU 荒」。但到了 2026 年 3 月，风向变了。随着微软正式启用第二代自研 AI 加速器 Maia 200，并宣布推理成本骤降 40%，那个靠堆砌英伟达 H 系列显卡就能赢得估值的…

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算力溢价的「诸神黄昏」：大厂自研芯片与 AI 推理成本的极致垂直化

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