异动解读 | 传与谷歌合作开发AI芯片,迈威尔科技盘前大涨5.95%

异动解读
Apr 20

迈威尔科技(MRVL)今日盘前股价大幅上涨5.95%,引起了市场的广泛关注。

消息面上,据The Information等多家媒体报道,谷歌(Google)正与迈威尔科技洽谈合作,共同开发两款新型人工智能(AI)芯片,旨在更高效地运行AI模型。其中一款是内存处理单元(MPU),设计用于与谷歌的自研张量处理单元(TPU)协同运作;另一款则是专为运行AI模型所设计的新型TPU。

谷歌一直致力于将其TPU打造成英伟达(NVIDIA)GPU的可行替代方案,TPU的销售已成为其云业务增长的重要驱动力。此次与迈威尔科技的合作,若成功推进,可能为迈威尔科技带来重要的新业务增长点,并进一步巩固其在AI数据中心定制芯片市场的地位,从而提振了投资者信心,推动股价上涨。

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