AI 芯片迎来 “三国杀” 时代?谷歌被曝截胡 Meta 芯片大单,英伟达 10% 收入遭抢,AMD 躺枪大跌

InfoQ
Yesterday

整理 | 华卫近日,据外媒报道,Meta 正考虑采用谷歌设计的芯片。受此消息影响,英伟达股价下跌,盘中最大跌幅达 7%,随后有所回升,于 11 月 25 日收盘下跌 4.3%。谷歌母公司 Alphabet 股价则延续涨势,在前一天大涨逾 6% 后,当日再涨 4.2%。报道称,Meta 计划斥资数十亿美元采购谷歌张量处理单元(TPU),相关芯片预计将于 2027 年在 Meta 的数据中心投入使用,...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10