與谷歌合作拓展彰顯英特爾仍在AI芯片牌局中佔據重要席位

投資觀察

04/10

Benchmark分析師Cody Acree指出，英特爾與谷歌合作關係的擴展表明，這家芯片巨頭在人工智能芯片競賽中依然穩居核心玩家行列。基於此積極進展，Acree將英特爾目標股價從57美元大幅上調至76美元。

儘管谷歌已在數據中心部署包括英偉達GPU及自研芯片在內的多種解決方案，但該公司仍承諾將連續多代採用英特爾至強CPU。Acree對此強調，此項合作印證了"CPU在異構AI系統中持續扮演核心角色，x86架構在超大規模基礎設施領域仍具持久生命力"。他補充道，這更證實"市場正逐漸認識到AI是涉及全系統架構的課題，而非僅侷限於GPU的單一敘事"。

（本文時間標註為東部時間2026年4月10日09:35）

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