英特尔上调全年资本开支至200亿美元，管理层称CPU“供不应求”

第一财经10:07

AI投资正从GPU向整个计算基础设施扩散，CPU成为新的受益者。　　北京时间7月24日凌晨，英特尔宣布将2026年全年资本支出从180亿美元上调至200亿美元，并预计2027年还将进一步增加。此外，英特尔高层表示，数据中心CPU需求已经超过供应能力。　　当天，英特尔公布了截至6月末的2026年第二季度财务业绩。财报显示，英特尔第二季度实现营收161亿美元，同比增长25%，创下十五年来最快增速，高于...

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