以谷歌TPU的市场良好反馈为标志，其市占比开始向GPU发起挑战。而包括Meta、亚马逊、微软乃至OpenAI等都在加紧自研AISC芯片，2026年预计就将迎来量产和商业化的集中爆发期。
On my way out the door, I ran into Kevin Weil, the former Instagram executive who is now heading OpenAI for Science, the company’s new unit building AI products for researchers. He told me Codex was working on some projects for him overnight, and he would check on them in the morning. That’s become regular practice for Weil, and hundreds of other employees. One of OpenAI’s goals for 2026 is to develop an automated intern that does research on (what else?) AI.
，这一点在吃瓜中也有详细论述
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Владислав Уткин