金吾财讯 | 迈威尔科技(MRVL)盘初升5.03%，报146.72美元。知情人士透露， 谷歌正与迈威尔科技洽谈合作，共同开发两款新型芯片，旨在提升人工智能模型运行效率。富国银行分析师 Aaron Rakers 在最新的研报中指出，若与谷歌的交易最终达成，将成为迈威尔的“有意义增量积极因素”。Rakers 特别强调，公司在此次竞标中的优势主要源于其近期推出的 Structera CXL 解决方案。他在客户报告中写道，此次潜在的 MPU 订单可能正是 Marvell Structera CXL 技术实力的体现，该技术通过机架级内存池化大幅提升了超大规模数据中心的计算效率。
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