Alphabet兼谷歌首席执行官桑达尔·皮查伊 股价"跌跌不休"，英伟达都不得不站出来表态，"我们领先了全行业一代"。 事情要从巴菲特"谢幕之作"说起——伯克希尔·哈撒韦公司首次建仓谷歌母公司Alphabet股票，随后更劲爆的是市场又传出英伟达大客户 Meta考虑2027年在其数据中心部署谷歌TPU，并于2026年通过谷歌云租用TPU算力。 英伟达在紧急声明中，强调GPU在性能、通用性和可移植性方面"远优于"ASIC（专用集成电路），并重申自研TPU无法替代 GPU的灵活 性。谷歌发言人也表示继续和英伟达保持合作关系，并强调公司致力于同时支持TPU和英伟达GPU。 TPU，从一个10年前为了解决AI计算效率瓶颈的"救命项目"，如今已经发展成为谷歌的"经济支柱"。 作为自研ASIC芯片的代表，TPU已经具备动摇英伟达根基的潜力，只不过谷歌的逻辑不是和英伟达比单卡性能，而是在用一套完全不同 的超大规模系统哲学，重新定义AI基础设施的未来。 一切都要从10年前，TPU诞生的那一刻说起。 01 TPU的前世今生 TPU v1 谷歌在2015年启动TPU项目，这并非出于炫技，更不是为了彰显技术实力，而是被逼入了一个"不 ...

Core Viewpoint - Tesla has launched two new energy storage systems, Megapack 3 and Megablock, integrating self-developed transformers to address the transformer shortage crisis predicted by Elon Musk, potentially disrupting the traditional transformer industry dominated by companies like Hitachi Energy and Siemens Energy [1][5][7]. Group 1: Product Launch and Features - The new Megapack 3 energy storage system integrates Tesla's self-developed transformer, allowing for a 20MWh Megablock system when combined with four Megapack 3 units [3]. - The installation time for the new system is reduced by 23%, enabling 1GWh capacity installation within 20 working days, with an energy density of 248MWh per acre [3]. - Megapack 3 features a single cell size of 2.8L, improving energy density compared to the previous version, and has a lifespan of 25 years with over 91% efficiency after 10,000 cycles [3]. Group 2: Pricing and Production Plans - The price of a single Megapack 3 unit is approximately $1.4 million, similar to the previous Megapack 2 pricing [5]. - Tesla plans to start production of Megapack 3 at a new factory in Houston by the end of 2026, with an annual capacity of 50GWh, supported by a new 7GWh lithium iron phosphate battery factory in Nevada [5]. Group 3: Industry Impact - Tesla's entry into the transformer market may disrupt the century-old dominance of traditional manufacturers, prompting them to reconsider their strategic positioning [7]. - The increasing demand for efficient transformers driven by AI and electric vehicles highlights the importance of power conversion efficiency in the future energy landscape [7]. - Tesla's approach to integrating transformers into energy storage systems offers a new perspective on addressing energy transition bottlenecks by focusing on often-overlooked infrastructure components [7].