迈威尔科技分享最新AI进展:定制计算全面爆发,目标市场翻至940亿美元

华尔街见闻
19 Jun

Marvell将2028年数据中心潜在市场规模(TAM)的预期,从去年的750亿美元上修至940亿美元,其中定制XPU规模达到400亿美元,CAGR为47%,XPU配套组件规模达到150亿美元,CAGR 高达90%,几乎每年翻倍。迈威尔科技 刚刚结束的Custom AI投资者日透露出一个明确信号:AI芯片正在从“通用GPU拼装”走向“高度定制的系统级协同”。Marvell不再只是一个芯片设计公司...

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