Meta 正式与谷歌达成了一项价值数十亿美元的多年期协议，将通过谷歌云平台大规模租赁张量处理单元（TPU），用于其下一代大语言模型的训练与推理。这是谷歌 TPU 从“内部垄断工具”走向“商业化输出”的里程碑，也暴露出马克·扎克伯格彻底撕碎英伟达算力定价权的勃勃野心。
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但真正的问题是，理想模型往往建立在需求高峰与利用率饱和的假设之上。而真实世界中的利用率，从来不会长期维持在高位。
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