来源：环球网 【环球网科技报道 记者 李文瑶】10月28日，亚马逊云科技第三期创业加速器在北京正式结营。本期加 速器共吸纳35家AI初创企业，涵盖生成式AI、Agentic AI、垂直行业应用、基础模型及硬件工具链等多 个前沿赛道。在为期10周的加速器内，这些企业不仅获得了亚马逊云科技提供的全栈技术赋能与全球资 源支持，更在创投对接与商业落地方面取得显著进展——90%的学员企业已与顶级投资机构及大型企业 接洽，超过40%正式加入亚马逊云科技合作伙伴网络（APN）。 "AI 发展已进入新阶段。在本次加速器活动中，Agentic AI 已成为科技创业的绝对主赛道。"亚马逊云科 技大中华区合作伙伴及初创计划总经理苏小龙在接受记者采访时表示，"初创企业正深入各垂直领域， 推动场景多元化与技术栈完善。" AI Agent时代来临，初创企业"生而全球化" "亚马逊云科技创业加速器"是亚马逊云科技于2023年为初创企业推出的一项深度赋能计划，也是亚马逊 云科技全球加速器项目在中国的落地。第三期加速器，亚马逊云科技携手启明创投、纪源资本、蓝驰创 投、高榕创投、经纬创投、源码资本、金沙江创投、真格基金、线性资本、祥峰投资、峰瑞 ...

Core Viewpoint - Marvell Technology's AI-related business is projected to exceed $4 billion in 2025, more than doubling year-over-year, with continued acceleration expected in 2026 [1] Group 1: Financial Projections - Marvell is expected to report July-quarter revenue of approximately $2.05 billion, driven by strong demand for AI chips and optical digital signal processors [2] - The company's October-quarter guidance is projected at around $2.1 billion, slightly below consensus due to the sale of its automotive Ethernet business, which will impact EPS by $0.02–$0.03 per quarter [3] Group 2: Strategic Developments - Marvell has secured multiple 2nm design wins for future products, indicating strong positioning in advanced technology [2] - The divestiture of the automotive Ethernet business is expected to be accretive to earnings by $0.05–$0.10 per share if proceeds are used for share buybacks [4] Group 3: Market Demand and Positioning - There is strong demand for 800G PAM4 optical DSP orders and shipments, particularly for Nvidia's H200 and GB200 GPUs and Alphabet's TPU infrastructure [4] - Marvell is well-positioned to capitalize on the hyperscale capital expenditure boom and AI-driven infrastructure investments, reaffirming a positive long-term outlook [4] Group 4: Stock Performance - Marvell stock was trading higher by 0.97% at $73.71 as of the latest check [5]