Google is working on a new AI chip designed to make Gemini more efficient

谷歌正在研发一款旨在提升 Gemini 运行效率的新型 AI 芯片

Alphabet, Google’s parent company, is designing a new server chip to help its in-house Gemini models operate more efficiently. The new chip, internally dubbed “Frozen v2,” is slated to be released sometime in 2028, The Information reported, citing anonymous sources. 谷歌母公司 Alphabet 正在设计一款新型服务器芯片，以帮助其自研的 Gemini 模型更高效地运行。据《The Information》援引匿名消息来源报道，这款内部代号为“Frozen v2”的新芯片预计将于 2028 年左右发布。

According to the report, the chip could be between six and 10 times more efficient than Google’s existing AI chips, measured by the number of tokens generated per unit of power. 据报道，以单位功耗生成的 Token 数量衡量，该芯片的效率可能是谷歌现有 AI 芯片的 6 到 10 倍。

In a response to TechCrunch, the company didn’t directly confirm the report. It didn’t deny it either. “Our teams are constantly researching and experimenting with new innovations to deliver maximum performance and efficiency for our users and customers,” Google told TechCrunch. “While not every project moves into production, this rigorous exploration is central to our full stack approach. By co-designing our hardware and software from the ground up, we ensure our systems are integrated and highly optimized for real-world workloads.” 在回应 TechCrunch 的置评请求时，谷歌并未直接证实该报道，但也未予以否认。谷歌告诉 TechCrunch：“我们的团队一直在研究和试验各种创新技术，旨在为用户和客户提供极致的性能与效率。虽然并非每个项目都能投入生产，但这种严谨的探索是我们全栈方法的核心。通过从底层开始协同设计硬件和软件，我们确保了系统的高度集成，并针对实际工作负载进行了深度优化。”

AI companies have increasingly sought to produce their own chips as a way to make their in-house models run more efficiently and to address global shortages in AI computing capacity. Such efficiency has become a key selling point for tech companies as concerns about AI spend have dampened the market euphoria that previously characterized the industry. 人工智能公司正日益寻求生产自研芯片，以此提升内部模型的运行效率，并应对全球 AI 计算能力的短缺。随着市场对 AI 支出成本的担忧抑制了此前行业内的狂热情绪，这种效率已成为科技公司的关键卖点。

At the same time, firms are engaged in an ongoing attempt to wean themselves off chipmaker Nvidia, which has historically dominated the AI chip market and whose dominance has left major AI makers dependent on its hardware. In June, OpenAI announced its first custom chip, an inference processor dubbed Jalapeño. Earlier this month, it was reported that Anthropic was discussing a new chipmaking partnership with Samsung. 与此同时，各家公司也在持续尝试摆脱对芯片制造商英伟达（Nvidia）的依赖。英伟达长期统治着 AI 芯片市场，其主导地位使得各大 AI 厂商不得不依赖其硬件。今年 6 月，OpenAI 宣布了其首款定制芯片——一款名为“Jalapeño”的推理处理器。本月早些时候，有报道称 Anthropic 正在与三星商讨新的芯片制造合作伙伴关系。

Investors have previously worried about Alphabet’s massive planned expenditures designed to help it build out its AI strategy. Earlier this year, Google said that it plans to spend between $180 billion and $190 billion. With so much money at stake, the company needs to prove that those investments will pay off. 投资者此前一直担心 Alphabet 为构建 AI 战略而计划投入的巨额支出。今年早些时候，谷歌表示计划投入 1800 亿至 1900 亿美元。由于涉及资金巨大，该公司需要证明这些投资能够带来回报。

News of the more efficient Frozen v2 chip appears to have assuaged investors, giving Google a boost ahead of its earnings report later this week. Following publication of The Information’s report, the company’s stock climbed some 3% on Monday morning. 关于更高效的 Frozen v2 芯片的消息似乎安抚了投资者，为谷歌在本周晚些时候发布财报前注入了一剂强心针。在《The Information》的报道发布后，谷歌股价在周一上午上涨了约 3%。