美股速递06-08
据知情人士透露，科技巨头谷歌已与芯片制造商英特尔达成协议，计划在2028年生产超过300万张张量处理单元（TPU）。这一大规模订单标志着谷歌在人工智能硬件领域的重要布局，同时也为英特尔在先进制程芯片制造方面注入了强劲动力。
张量处理单元是谷歌专门为机器学习任务设计的定制芯片，广泛应用于其云计算服务及内部AI研发。此次合作若顺利推进，将显著提升谷歌AI基础设施的算力规模，并可能重塑AI芯片市场的竞争格局。对于英特尔而言，获得如此规模的订单无疑是一次关键的业务突破，有望巩固其在代工领域的市场地位。
行业观察人士指出，这笔交易凸显了科技公司对专用AI芯片日益增长的需求，以及供应链多元化的战略趋势。随着人工智能技术持续演进，高性能计算硬件的争夺战正变得愈发激烈。
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