与谷歌合作拓展彰显英特尔仍在AI芯片牌局中占据重要席位

投资观察04-10

Benchmark分析师Cody Acree指出，英特尔与谷歌合作关系的扩展表明，这家芯片巨头在人工智能芯片竞赛中依然稳居核心玩家行列。基于此积极进展，Acree将英特尔目标股价从57美元大幅上调至76美元。

尽管谷歌已在数据中心部署包括英伟达GPU及自研芯片在内的多种解决方案，但该公司仍承诺将连续多代采用英特尔至强CPU。Acree对此强调，此项合作印证了"CPU在异构AI系统中持续扮演核心角色，x86架构在超大规模基础设施领域仍具持久生命力"。他补充道，这更证实"市场正逐渐认识到AI是涉及全系统架构的课题，而非仅局限于GPU的单一叙事"。

（本文时间标注为东部时间2026年4月10日09:35）

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