周二，英特尔 (INTC.US)逆势涨超6%，1月已累涨35%。消息面上，1月20日，高通GPU负责人Eric Demers加盟英特尔担任高级副总裁，将加速英特尔AI和数据中心GPU研发，增强其在AI加速器市场的竞争力。汇丰银行分析师Frank Lee将英特尔评级从减持上调至持有，目标价从24美元上调至50美元，反映对其业务前景改善的认可。
2026年，人工智能产业“云端深耕+边缘爆发”的双重格局将逐渐成型，为国产GPU企业开辟广阔的市场空间。在云端领域，随着大模型参数从千亿迈向万亿级，训练算力需求每3-6个月翻番，单次前沿大模型训练算力需求已达350-500 ...
In the face of the RAM crisis, an AMD exec assures us Radeon GPU stock shortages aren't a concern – but price rises are ...
他强调，AMD正在与AIC厂商紧密合作，力求确保GPU产品价格尽量接近MSRP。“如果没有价格合适的内存，就无法与我们的合作伙伴共同打造出价格合理、符合市场需求的显卡，这在数学上很难实现。因此，密切管理内存生态系统绝对是我们工作的核心部分。” ...
Investing.com -- VCI Global Limited (NASDAQ:VCIG) 股票周五上涨37%，此前该公司宣布其位于吉隆坡的首个企业级AI GPU Lounge已达到交钥匙就绪状态，并将于2026年1月底开始处理企业工作负载。
CEO Michael Intrator has recently extended his defense in CoreWeave’s adoption of a six-year useful life on its GPU assets.
Investing in GPU stocks taps into AI tech growth, with Nvidia leading in AI-centric processing. AMD and Intel also compete in the GPU market, though Nvidia's advanced offerings dominate. GPU-focused ...
TL;DR: NVIDIA is reportedly using scarcity marketing for its GeForce RTX 50 series GPUs, creating an impression of shortage despite sufficient inventory. NVIDIA is reportedly engaging in "scarcity ...
Some Nvidia GPU trends to expect in 2026 include higher prices and lower stock, the return of older GPUs, and delays for new ...
NVIDIA is suspected to have cancelled production of the RTX 5070 Ti GPU, according to ASUS, which has reportedly stated that ...
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