State of AI Compute Index v6:NVIDIA 仍主导 AI 研究算力
State of AI Compute Index v6 显示,2026 年预计统计到 49,339 次芯片引用,其中 NVIDIA 占 44,715 次、约 91%。已追踪的 Hopper 部署量达 460,904 块 GPU,而 Grace-Blackwell 项目仍以安装和宣布阶段为主。已披露合约中,OpenAI 的 26 GW 算力包含 16 GW 非 NVIDIA 方案,反映前沿实验室正在组合多家芯片供应商。
; the non-NVIDIA figure is spread across AMD and a custom Broadcom part that has not yet shipped at volume. Anthropic’s non-NVIDIA number is, if anything, understated, because its AWS Trainium and Google TPU commitments are only partly disclosed in gigawatts and are therefore not fully charted. Still, the direction is clear. Frontier labs are no longer choosing a single chip vendor. They are assembling compute portfolios: NVIDIA for the broadest software ecosystem and fastest path to scale, TPUs
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