[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio57ed20c3":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio57ed20c3","Anthropic千亿美元投资AWS!小摩：利好迈威尔科技(MRVL)与Astera-Labs(ALAB)","\u002Fdoc\u002Fdcio57ed20c3","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，4月20日，亚马逊(AMZN)与Anthropic签署了一项新协议，深化现有合作伙伴关系。作为扩大人工智能(AI)基础设施建设合作的一部分，亚马逊已同意向Anthropic追加投资至多250亿美元。而Anthropic承诺在未来10年内将斥资超过1000亿美元用于亚马逊云服务(AWS)的相关技术，其中包括亚马逊当前及下一代自研AI芯片Trainium，以及数千万颗Graviton CPU核心。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">摩根大通分析师表示，亚马逊与Anthropic的这项最新合作将利好迈威尔科技(MRVL)和Astera Labs(ALAB)。由Harlan Sur领衔的小摩分析师在周二的投资者报告中表示“我们认为迈威尔科技和Astera Labs是两家有望从该协议中受益的关键亚马逊供应商。首先是迈威尔科技，该公司是AWS在Trainium项目(Trainium 2)上的长期ASIC设计合作伙伴，目前正处于Trainium 3的产能爬坡阶段，并有望在Trainium 4中实现更高内容占比，包括Celestial CPO、NVLink和UALink交换等。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">目前，迈威尔科技与AWS签订了一项为期五年的协议，将供应定制AI ASIC、光学DSP、AEC DSP、DCI光模块、CPO以及以太网交换芯片。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">分析师指出“在Trainium 2项目中，我们认为Astera Labs正部署Scorpio‘P’系列交换芯片(PCIe头节点连接解决方案)，并配套其PCIe retimer产品组合。在Trainium 3项目中，我们预计该公司将在2026年下半年推动Scorpio-X(类PCIe规模扩展互连架构)实现显著出货增长。在Trainium 4项目中，我们认为Astera Labs可能有机会支持UALink和NVLink交换协议。此外，亚马逊还使用该公司的Taurus AEC网络产品。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">根据富国银行的数据，Anthropic已经在使用超过100万颗Trainium芯片。随着Trainium 3在2026年下半年开始放量，到当年年底，这些芯片对应的算力容量预计将达到2GW。该公司与亚马逊的新协议还包括在欧洲和亚洲大幅扩展推理算力部署。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">该协议还包括在AWS上推出Claude Platform。富国银行指出，这可能为Anthropic相对于第三方平台带来竞争优势。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美国银行证券部门则表示，对于亚马逊而言，这项协议可能意味着未来两年资本支出进一步上升。亚马逊当前2026年的资本支出计划为2000亿美元，较2025年的1318亿美元显著增长。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">分析师Justin Post和Steven McDermott在报告中表示“OpenAI已表示将消耗2GW的Trainium算力容量(以及可能数量未披露的英伟达算力)，而Anthropic现在披露的承诺最高可达5GW。总体来看，这可能占我们此前预计亚马逊到2027年将建设的15GW算力容量中的相当大一部分。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">分析师补充称“如果第一季度环比AWS业绩显示新增AI工作负载利润率较低，市场对资本支出回报的担忧可能再次出现。不过，我们认为 亚马逊正越来越有能力从人工智能需求的持续增长中受益。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":68,"summaryHtml":73,"aboutTitle":74,"aboutHtml":75,"copyrightHtml":76},[44,47,50,53,56,59,62,65],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fplan",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":60,"url":61},"美股课程","\u002Fcol\u002Fvideos",{"label":63,"url":64},"免责声明","\u002Fdisclaimer",{"label":66,"url":67},"联系我们","\u002FContactUs",[69,70,71,72],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]