据 The Information 报道（https://www.theinformation.com/articles/google-plans-new-frozen-chip-run-ai-models-efficiently，引述匿名消息来源），这款内部代号为“Frozen v2”的新芯片计划于 2028 年某个时候发布。报道称，与谷歌现有的 AI 芯片相比，这款芯片在每单位功耗生成的 token 数量上，效率可能会提高六到十倍。
随着全球 AI 计算能力短缺问题的出现，AI 公司越来越倾向于自主生产芯片，以提高内部模型的运行效率。这种效率已成为科技公司的一大卖点，因为对 AI 支出的担忧（https://www.nytimes.com/2026/07/17/business/stocks-ai-tech-wall-street.html）已经抑制了此前行业特有的市场狂热。与此同时，公司也在不断努力减少对芯片制造商英伟达（Nvidia，https://qz.com/companies-challenging-nvidia-ai-chip-market）的依赖，英伟达长期主导 AI 芯片市场，其优势使主要 AI 厂商对其硬件产生依赖。
Jack Dorsey 正在通过Buzz挑战Slack，这是一个为团队及其AI助手设计的群聊平台：https://techcrunch.com/2026/07/21/jack-dorsey-is-taking-on-slack-with-buzz-a-group-chat-platform-for-teams-and-their-ai-agents/ Amanda Silberling：https://techcrunch.com/author/amanda-silberling/
AI音乐生成器Suno泄露事件影响了5500万用户，根据Have I Been Pwned的数据：https://techcrunch.com/2026/07/21/ai-music-generator-suno-breach-affects-55m-users-per-have-i-been-pwned/ Zack Whittaker：https://techcrunch.com/author/zack-whittaker/
谷歌正在研发一款新的AI芯片，旨在提高Gemini的效率：https://techcrunch.com/2026/07/20/google-is-working-on-a-new-ai-chip-designed-to-make-gemini-more-efficient/ Lucas Ropek：https://techcrunch.com/author/lucas-ropek/
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：https://www.theinformation.com/articles/google-plans-new-frozen-chip-run-ai-models-efficiently, citing anonymous sources. 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.
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.”
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：https://www.nytimes.com/2026/07/17/business/stocks-ai-tech-wall-street.html have dampened the market euphoria that previously characterized the industry. At the same time, firms are engaged in an ongoing attempt to wean themselves off chipmaker Nvidia：https://qz.com/companies-challenging-nvidia-ai-chip-market, 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：https://techcrunch.com/2026/06/24/openai-unveils-its-first-custom-chip-built-by-broadcom/. Earlier this month, it was reported ：https://techcrunch.com/2026/07/02/anthropic-is-discussing-a-new-custom-chip-with-samsung/that Anthropic was discussing a new chipmaking partnership with Samsung.
Investors have previously worried：https://www.cnbc.com/2026/02/23/big-techs-ai-bond-binge-shatters-unspoken-contract-with-investors.html 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 ：https://techcrunch.com/2026/06/01/alphabet-plans-to-raise-80-billion-to-pay-for-ai-buildout/between $180 billion and $190 billion. With so much money at stake, the company needs to prove that those investments will pay off.
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：https://www.cnbc.com/2026/07/20/alphabet-googl-stock-ai-chip-report.html some 3% on Monday morning.
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Jack Dorsey is taking on Slack with Buzz, a group chat platform for teams and their AI agents：https://techcrunch.com/2026/07/21/jack-dorsey-is-taking-on-slack-with-buzz-a-group-chat-platform-for-teams-and-their-ai-agents/ Amanda Silberling：https://techcrunch.com/author/amanda-silberling/
Light made a flip phone — it’s colorful and it’s cheap：https://techcrunch.com/2026/07/21/light-is-modernizing-the-flip-phone-with-light-flip/ Amanda Silberling：https://techcrunch.com/author/amanda-silberling/
AI music generator Suno breach affects 55M users, per Have I Been Pwned：https://techcrunch.com/2026/07/21/ai-music-generator-suno-breach-affects-55m-users-per-have-i-been-pwned/ Zack Whittaker：https://techcrunch.com/author/zack-whittaker/
Google is working on a new AI chip designed to make Gemini more efficient：https://techcrunch.com/2026/07/20/google-is-working-on-a-new-ai-chip-designed-to-make-gemini-more-efficient/ Lucas Ropek：https://techcrunch.com/author/lucas-ropek/
Coca-Cola suspended production at its Fairlife dairy after a ransomware attack：https://techcrunch.com/2026/07/16/coca-cola-suspended-production-at-its-fairlife-dairy-after-a-ransomware-attack/ Zack Whittaker：https://techcrunch.com/author/zack-whittaker/
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