[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio2a9c8b00":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio2a9c8b00","迈威尔科技(MRVL)与谷歌(GOOGL)达成定制AI芯片合作，Wedbush：定制硅“具备显著优势”","\u002Fdoc\u002Fdcio2a9c8b00","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，Wedbush Securities表示，迈威尔科技(MRVL)本周宣布与谷歌合作开发定制AI芯片，进一步印证了在当前环境下，定制硅芯片具备显著优势。Wedbush Securities分析师Matt Bryson在给客户的研报中写道“总体而言，我们认为这一结果并非完全出乎意料。更重要的是，我们认为这一系列消息和传闻表明，在当下环境中，具备定制芯片设计能力及IP模块的公司处于有利地位。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>并且鉴于大量市场机会的存在，这不一定是一场零和博弈(例如，迈威尔科技获得订单并不意味着博通——谷歌最大的TPU合作伙伴——或AMD，或英伟达就一定是输家)。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>迈威尔科技于7月29日就谷歌定制半导体产品达成了扩大合作协议。迈威尔科技在监管文件中表示“扩大后的合作涵盖与TPU生态系统相关的全方位定制芯片项目，包括AI推理加速器、存储控制器、网络接口控制器、存储接口控制器及近存计算等。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>作为协议的一部分，迈威尔科技于8月18日向谷歌发行了一份认股权证，赋予其以每股206.58美元的行权价购买至多5,897万股股票的权利。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>此外，Bryson本周还就AMD与谷歌之间可能达成的未来TPU合作项目发表了看法，指出这样的合作可能具有“重大意义”。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>此次合作覆盖的产品范围远超单一芯片品类，涵盖AI推理加速器、存储控制器、网络接口控制器、内存接口控制器及近存计算等TPU生态全链条。这标志着迈威尔科技在谷歌 AI基础设施中的角色从边缘走向核心。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>投资研究机构晨星分析师指出，若240个归属批次全部触发，迈威尔科技可能从谷歌手中拿下价值1,200亿美元的定制芯片订单。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>值得关注的是，北美AI芯片厂商与AI厂商之间的合作正变得更加多元，股权绑定也日益错综复杂。英伟达已宣布向迈威尔科技投资20亿美元;AMD此前与Meta达成类似认股权证合作。一个覆盖英伟达、AMD、迈威尔科技、谷歌、Meta、OpenAI、Anthropic的“AI芯片股权网络”正在形成。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]