英特尔多年收购折戟后 计划以自主研发挑战英伟达AI霸权

环球市场播报
Apr 25, 2025

  新任CEO陈立武在其首个英特尔财报电话会议上向分析师勾勒了公司的战略蓝图,同时警告称:“这并非一蹴而就的解决方案。”

  他表示将全面梳理英特尔现有产品,针对机器人、用户任务代理等AI市场新兴趋势进行优化升级。

  这项挑战的艰巨性在于,如今的英伟达(NVDA.O)已不仅销售芯片——其业务覆盖从芯片、线缆到软件编译器的整套数据中心解决方案。陈立武周四表示,英特尔将采用类似的系统性策略。

  首席财务官大卫·辛斯纳透露,短期内英特尔不会进行更多收购。“当前首要任务是改善资产负债表,”他强调。此举意味着陈立武最终整合统一AI战略的努力将主要依托自主研发。

  “我们正采取整体性策略重塑产品矩阵,使其适配新兴AI工作负载,”陈立武表示,“目标成为客户的首选平台,这要求我们彻底革新设计与工程理念,提前预判客户需求。”

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