CPU需求大爆发 巨头或全系涨价超10% 英特尔年内股价拉升近200%

21世纪经济报道
May 08

CPU芯片正重回AI舞台中央。  近日英特尔、AMD和Arm陆续发布财报,传递出一个信号:不仅数据中心正成为这些公司的关键业绩支撑,在Agent(智能体)浪潮下,市场对CPU芯片的需求也在倍增。  过往市场认为只有GPU和ASIC这类加速芯片显著受益于AI时代的逻辑,已经在偏转。  不止于此,需求紧俏行情下,CPU芯片也在持续涨价。一名行业资深从业者对21世纪经济报道记者强调,“现在CPU面临的...

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