责任编辑：宋雅芳 他表示，人工智能算力需求激增，正显著推高对GPU和存储芯片的依赖，而当前席卷行业的存储芯片短 缺已成为AI发展面临的"最大挑战"，相关供需失衡预计要到2028年才可能缓解。 陈立武还透露，多家客户正与英特尔晶圆代工业务展开深入接洽，兴趣集中在14A制程技术，相关量产 有望在今年晚些时候加速。（第一财经记者 胡弋杰） 英特尔首席执行官陈立武周二在思科人工智能峰会上表示，公司已任命新的首席架构师全面推进图形处 理器（GPU）研发，以把握人工智能数据中心需求快速增长带来的机遇。 ...

英特尔首席执行官陈立武周二在思科 人工智能峰会上表示，公司已任命新的首席架构师全面推进图形 处理器研发，以把握人工智能 数据中心需求快速增长带来的机遇。 他表示，人工智能 算力需求激增， 正显著推高对GPU和 存储芯片的依赖，而当前席卷行业的存储芯片短缺已成为AI发展面临的"最大挑 战"，相关供需失衡预计要到2028年才可能缓解。 陈立武还透露，多家客户正与英特尔晶圆代工业务展 开深入接洽，兴趣集中在14A制程技术，相关量产有望在今年晚些时候加速。 ...

他表示，人工智能算力需求激增，正显著推高对GPU和存储芯片的依赖，而当前席卷行业的存储芯片短 缺已成为AI发展面临的"最大挑战"，相关供需失衡预计要到2028年才可能缓解。 陈立武还透露，多家客户正与英特尔晶圆代工业务展开深入接洽，兴趣集中在14A制程技术，相关量产 有望在今年晚些时候加速。 英特尔首席执行官陈立武周二在思科人工智能峰会上表示，公司已任命新的首席架构师全面推进图形处 理器（GPU）研发，以把握人工智能数据中心需求快速增长带来的机遇。 （文章来源：第一财经） ...

Market - US stock market closed lower with tech stocks being sold off, resulting in the Nasdaq almost erasing its gains for the year [2][4] - Nvidia's stock fell 2.84% for the third consecutive day, while Microsoft dropped 2.87% for four days in a row; however, Walmart and PepsiCo saw their stock prices rise [3][4] - The Nasdaq Golden Dragon Index, which tracks Chinese stocks, fell 0.94%, with notable movements including a 4.06% increase in Xpeng Motors and a 2.82% decrease in Alibaba [4] Commodities - Oil prices rose slightly after a previous drop of over 4%, with Brent crude and West Texas Intermediate both experiencing gains [5] - Precious metals saw a significant rebound, with gold prices increasing by 5.96% to $4939.38 per ounce, and silver futures rising over 11% [6] Companies - Nvidia's CEO Jensen Huang denied rumors of a stalled investment with OpenAI, stating that the investment plan is proceeding as scheduled and that Nvidia will participate in OpenAI's next funding round [29] - Intel's CEO Pat Gelsinger announced a focus on the GPU market, indicating that the shortage of storage chips is expected to last until 2028 [30] - AMD's outlook disappointed some investors, with projected Q1 sales of approximately $9.8 billion, which, while above analyst expectations, fell short of some forecasts exceeding $10 billion [31] - Novo Nordisk's stock plummeted 11% after announcing a forecasted decline in sales and profits for the year, particularly in the US market [32] - Apple announced the integration of AI capabilities from Anthropic and OpenAI into its flagship programming tool, Xcode, enhancing software development efficiency [33] - Texas Instruments is reportedly in advanced talks to acquire Synaptics for approximately $7 billion, which could impact the semiconductor industry [34] - Waymo secured $16 billion in funding to expand its robotaxi services to over 20 cities globally, maintaining its control under Alphabet [39] - Oracle's $5 billion mandatory convertible preferred stock offering was significantly oversubscribed, indicating strong market interest despite a 2.9% drop in its stock price [40]

英特尔(INTC.O)首席执行官陈立武表示，计算机行业的内存芯片短缺问题很可能会持续至少两年。他在 周二表示："据我所知，目前还没有任何缓解措施。"陈立武称，他与两位内存领域的关键人物进行了交 谈，他们告诉他："要到2028年才能有所缓解。"大规模的 人工智能基础设施建设极大地增加了对 存储 芯片的需求，这导致传统电脑和智能手机可用的芯片供应减少。由此引发了芯片短缺和价格上涨的问题 ——这可能会削弱消费者对这些产品的购买意愿。陈立武还指出，英伟达作为人工智能处理器的领先供 应商，其最新的Rubin平台和下一代产品将进一步推高内存需求，人工智能将"消耗大量内存"。 ...

英特尔(INTC.O)首席执行官：公司正加倍押注玻璃作为芯片制造的关键材料。 本文源自：金融界AI电报 ...

本文源自：金融界AI电报 英特尔(INTC.O)首席执行官：内存制造商表示，供应紧张局面要到2028年才会缓解。 ...

Core Insights - Intel's CEO announced that after the successful performance of the 18A process technology, several clients have proactively approached the company for collaboration [1] Group 1 - Intel's 18A process technology has shown good performance, leading to increased interest from potential clients [1]

本文源自：金融界AI电报 英特尔(INTC.O)首席执行官：如果出现任何放缓，那将来自内存。 ...

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 英特尔CEO：存储芯片制造商们告诉我，供应紧张问题要到2028年才会出现缓解。 风险提示及免责条款 ...