通常情况下，像高通周三公布的这份财报很难引发市场喝彩：其营收仅与分析师预期持平，且对本季度的业绩指引疲软——这正是供应链紧张拖累手机销售的缩影。
然而这家智能手机芯片巨头的股价却在周四早盘大涨逾13%，这主要得益于公司正加速布局数据中心AI芯片市场。
高通长期为AI领域提供部分数据中心芯片。但周三，首席执行官克里斯蒂亚诺·阿蒙描绘了更为宏大的蓝图，涵盖面向大型AI计算部署的中央处理器及定制芯片。
尽管未透露更多细节，他透露公司已获得市场认可，预计今年年底前将向某科技巨头交付定制芯片。
平心而论，高通本应更早果断切入数据中心AI芯片赛道。这原本可以成为其收入多元化战略的自然延伸——该战略目前已涵盖规模可观的汽车芯片业务和初具规模的个人电脑芯片业务。
但投资者显然认为迟做总比不做好。
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