迈威尔主营光通信芯片与定制化 AI 加速芯片(业内统称 XPU),产品已供货微软、亚马逊等全球头部云厂商。
今年早些时候英伟达宣布与迈威尔达成战略合作,并向其注资 20 亿美元。受益于全球 AI 数据中心资本开支扩容,迈威尔预测,公司定制芯片业务到 2029 财年营收将突破 100 亿美元。
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