律动BlockBeats
律动BlockBeats|Apr 20, 2026 11:54
From mining machine chips to AI brains: GUC has become a core design partner for Google and Microsoft CPUs, with GUC's stock price soaring by 10% to reach a historic high BlockBeats news, on April 20th, VanEck's head of digital asset research (matthew_sigel) posted on social media that as Bitcoin miners cross boundaries to lay out AI infrastructure, GUC, the world's largest turnkey Bitcoin ASIC design partner, has successfully transformed into the largest design partner for AI driven CPUs, with clients including Google, Microsoft, and upcoming xAI. Benefiting from the increasing adoption rate of AI intelligent agents, the market's expectations for the CPU ecosystem continue to rise: Morgan Stanley predicts that Google's CPU shipments will reach 1.5 million units by 2026, which is twice the HSBC benchmark forecast of 700000 units three months ago, mainly due to the market's accelerated transition from traditional x86 architecture. Driven by this, GUC surged 10% last night, and its stock price hit a historic high.
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