金吾财讯 | 迈威尔科技（MRVL）日前宣布深化与谷歌（GOOG）在定制芯片领域的战略合作。知名投资机构韦德布什证券对此发布研报指出，该合作充分凸显了在当前人工智能（AI）基础设施建设浪潮中，具备定制芯片设计能力及核心知识产权（IP）的企业正处于极具吸引力的战略优势地位。韦德布什分析师麦特·布赖森在报告中分析称，当前市场需求极其旺盛，定制芯片领域的扩张并非“零和博弈”。迈威尔科技获得谷歌订单，并不意味着博通（谷歌最大的TPU合作方）、AMD或英伟达等其他芯片巨头的利益必然受损。此外，市场此前亦有传闻称AMD与谷歌正探讨未来TPU项目的合作前景，行业龙头间的深度绑定进一步印证了云端大厂自研与定制化芯片的强劲趋势。
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