算力税第二波,CPU涨价

华尔街见闻
Jan 22

中美CPU巨头股价大涨,市场对CPU涨价预期升温。涨价源于AI智能体架构变革:智能体执行任务需创建独立沙箱环境以调用工具、处理文件,该环境完全依赖CPU运行。IDC预测智能体五年增长70倍将带来千万片级增量需求,但供给端产能已达极限。在供需结构性失衡下,CPU正接替GPU成为“算力税”第二波承载者。全球半导体市场出现结构性变化,传统意义上被视为成熟品类的CPU领域,正成为资本市场的关注焦点。截至1...

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