金吾财讯 | 据外媒最新消息，谷歌（GOOG）已选择与超威半导体（AMD）展开合作，共同研发其第10代张量处理器（TPU）。据悉，谷歌意在借助AMD在中央处理器（CPU）设计、先进封装以及网络技术领域的深厚积累，为其下一代AI芯片赋能。此前，谷歌刚刚于今年4月发布了第8代TPU产品（包括用于模型训练的TPU8t和用于推理的TPU8i）。对此，知名投行韦德布什证券分析师马特·布莱森在最新的客户报告中指出，如果这一合作属实，将成为半导体行业的一次“地震级”重磅事件。布莱森表示，市场此前普遍预期谷歌可能会继续与博通或英特尔合作，而此次转向AMD极其引人注目。韦德布什分析师进一步强调，即便该消息目前尚处于市场猜测阶段，也凸显了在当前硬件算力受限的新常态下，专用集成电路（ASIC）设计能力与核心IP模块的战略价值日益上升。这也表明，当下的定制芯片与自研算力竞争并非简单的零和博弈，各大科技巨头正通过强强联合来突破算力瓶颈。目前，谷歌与AMD官方均未对上述合作传闻作出正式回应。
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