Analyst: Partnership with Google shows Intel is still in the game

老虎证券2026/04/10 13:43

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He raised Intel's target price from $57 to $76. Although Google has deployed various chips, including Nvidia GPUs and its own self-developed chips, the company has still committed to adopting multiple generations of Intel's Xeon CPUs. Acree said that this collaboration demonstrates that "CPUs still hold a central position in heterogeneous AI systems, and x86 continues to play a lasting role in hyperscale infrastructure." He added that this confirms "the market is increasingly realizing that AI is a full-system architecture issue, not just a GPU issue."

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Arista Networks has delivered its most impressive quarterly report since its IPO ten years ago: third-quarter revenue surged 58.5% year-on-year to $3.66 billion, marking the fastest annual growth since its IPO in 2014. This signifies that AI-driven demand for network infrastructure has entered an accelerated release phase. Additionally, fourth-quarter guidance is set at a midpoint of $3.95 billion, surpassing analysts’ previous expectations of $3.6 billion.

华尔街见闻•2026/11/04 05:52