谷歌AI芯片业务估值超7000亿美元，或成最具价值板块

智通财经2025-01-27

智通财经APP获悉，援引一位股票分析师的话称，谷歌拥有的人工智能芯片业务不仅可以与英伟达(NVDA.US)相媲美，而且可能成为这家互联网搜索公司最有价值的部分。谷歌内部设计的芯片位于 AI 数据中心，它们与英伟达等其他公司生产的半导体配合使用。与此同时，谷歌还有一家名为 DeepMind 的 AI 业务，据说可以与流行应用程序 ChatGPT 的制造商 OpenAI 相媲美。金融服务公司 DA ...

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阿福哥哥
2025-01-27
阿福哥哥
期待GOOGLE有好消息

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href=http://www.zhitongcaijing.com/content/detail/1244340.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，援引一位股票分析师的话称，谷歌拥有的人工智能芯片业务不仅可以与英伟达(NVDA.US)相媲美，而且可能成为这家互联网搜索公司最有价值的部分。谷歌内部设计的芯片位于 AI 数据中心，它们与英伟达等其他公司生产的半导体配合使用。与此同时，谷歌还有一家名为 DeepMind 的 AI 业务，据说可以与流行应用程序 ChatGPT 的制造商 OpenAI 相媲美。金融服务公司 DA ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1244340.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1316542783.SGD","symbol_name":"Janus Henderson Horizon Global Technology Leaders A2 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class=\"title\">\n谷歌AI芯片业务估值超7000亿美元，或成最具价值板块\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-27 09:52 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1244340.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，援引一位股票分析师的话称，谷歌拥有的人工智能芯片业务不仅可以与英伟达(NVDA.US)相媲美，而且可能成为这家互联网搜索公司最有价值的部分。谷歌内部设计的芯片位于 AI 数据中心，它们与英伟达等其他公司生产的半导体配合使用。与此同时，谷歌还有一家名为 DeepMind 的 AI 业务，据说可以与流行应用程序 ChatGPT 的制造商 OpenAI 相媲美。金融服务公司 DA ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1244340.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/69bda624dad1064625bad9c30f3beafa","relate_stocks":{"LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4573":"虚拟现实","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY 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数据中心，它们与英伟达等其他公司生产的半导体配合使用。与此同时，谷歌还有一家名为 DeepMind 的 AI 业务，据说可以与流行应用程序 ChatGPT 的制造商 OpenAI 相媲美。金融服务公司 DA Davidson 的分析师吉尔·卢里亚 (Gil Luria) 在 1 月 26 日的一份报告中表示，这些人工智能业务的价值超过 7000 亿美元，或每股 60 美元。据了解，谷歌当前的市值约为 2.5 万亿美元，每股价格为 200 美元。根据卢里亚的分析，谷歌的潜在价值的关键部分来自于其芯片，即张量处理单元 (TPU)。这些芯片可以提高 AI 计算机的性能。卢里亚在一定程度上依赖于分部总和分析法，该分析法旨在估计谷歌各业务部门的价值。该估值方法还试图低估谷歌搜索业务的价值，今年 8 月，美国司法部提起诉讼，法院裁定谷歌搜索业务属于垄断。可能的补救措施包括将谷歌的搜索引擎与其数字广告市场分拆。","news_type":1,"symbols_score_info":{"GOOGL":1,"GOOG":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":1,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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