Marvell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,而是AI公司打造算力底座时的关键基础设施合作方。 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,其中定制计算(XPU)及其配套组件市场规模达到550亿美元。 ...
Source LinkMarvell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,而是AI公司打造算力底座时的关键基础设施合作方。 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,其中定制计算(XPU)及其配套组件市场规模达到550亿美元。 ...
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