谷歌A（GOOGL）今日盘中大幅上涨5.42%，引起了市场的广泛关注。
消息面上，博通宣布将扩大与谷歌在人工智能（AI）芯片生产方面的合作，为谷歌未来几代AI芯片开发并供应定制的张量处理单元（TPU）。该协议包括一项供应保障条例，承诺博通将在2031年前为谷歌下一代AI机架基础设施提供网络及相关组件。
与此同时，人工智能公司Anthropic与谷歌、博通签下最新协议，获得3.5 GW的下一代TPU算力，这预示着谷歌自研AI芯片需求强劲。此外，谷歌首席执行官桑达尔·皮查伊在近期访谈中表达了对人工智能重塑生产方式的积极预期，他预计2027年将成为AI改变工作方式的关键拐点，并透露公司正推进量子计算、太空数据中心等前沿布局。
市场分析认为，这些关于AI算力基础设施的实质性进展和公司领导层对技术前景的乐观表态，共同构成了推动股价在盘中交易时段走强的主要动力。
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