去年春节，是"深度思考"出圈的DeepSeek时刻 。 今年春节 ，注定是AI推广史重要的节点。 继百度APP投入5亿现金红包并亮相北京台春晚，腾讯元宝推出10亿红包活动之后。 2月2日早，千问APP宣布投入30亿启动"春节请客计划"，以免单形式请全国人民在春节期间吃喝玩乐， 感受AI时代的全新生活方式。 彻底将春节的AI推广攻势推向高潮。 当千家万户在腾讯元宝里抢"万元小马卡"、在千问APP领取"AI免单"、在豆包生成拜年视频时，同时也 是国产AI芯片的压力测试场 。 每一枚红包的派发都是一次AI推理请求，每一次"秒开"体验背后都是算力在支撑。 2026年春节，注定是中国AI产业"表里双生"的历史节点 。 表是红包的用户狂欢，里是国产芯片的底层突围。 01 AI红包大战，把AI之战推向高潮 1. 红包创纪录，巨头鏖战春节档 今年的AI红包大战，参与玩家之多、投入资金之巨，都创下了历年春节营销的新高。 腾讯旗下元宝APP率先开启春节10亿元红包活动，设置了万元小马卡、现金红包和分享红包等多种红包 形态。 （图片来源：元宝派） （图片来源：腾讯） 从效果来看，腾讯元宝APP已经升至苹果商店免费APP第一名。针对 ...

Group 1 - Alibaba Cloud is facing a computing power gap for its Tongyi Qianwen model and has reportedly increased its order for Cambricon's Siyuan 370 chips to 150,000 units, although Alibaba Cloud denies this claim [1] - Alibaba's CEO mentioned that AI chip development expenditures may fluctuate quarterly based on supply chain conditions, and the company has a backup plan to diversify its supply chain through partnerships [1] - The capital expenditure of 380 billion is expected to be completed as planned despite the challenges [1] Group 2 - Major players in the domestic AI chip market include Cambricon, Huawei, Haiguang Information, Birun, Muxi, Suyuan, and Moore Threads, with the market for accelerated chips in China projected to exceed 2.7 million units in 2024 [2] - GPUs hold a 70% market share in the AI chip sector, and domestic brands have shipped over 820,000 units, with Huawei's Ascend accounting for a significant portion [2] Group 3 - Alibaba has been actively developing its own chips since establishing Pingtouge Semiconductor in 2018, launching several series of processors and AI chips [3] - New AI chips from Alibaba are reportedly in testing, aimed at broader AI inference tasks and compatible with Nvidia, with production shifting to a domestic company [3] - The information regarding the new chips remains confidential, and Alibaba has not provided further comments [3] Group 4 - Other internet companies like Baidu, ByteDance, and Tencent are also exploring chip development, with Baidu's Kunlun chip cluster supporting extensive AI model training [4] - Tencent has launched several self-developed chips for AI inference and video transcoding, while ByteDance focuses on applications in video encoding and cloud inference acceleration [4] - The establishment of a self-sufficient supply chain, including support for domestic chips, is crucial for the future development of the AI ecosystem [4]