迈威尔科技(MRVL)今日盘中大涨17.12%,引发市场关注。
消息面上,该公司第三季度财报数据大超预期,营收达15.2亿美元,同比增长6.84%,调整后每股收益0.43美元,均高于华尔街预估。其中,数据中心部门营收同比大增98%至11亿美元,成为营收增长最主要动力。
具体来看,公司正利用人工智能(AI)芯片火热的发展机遇,不断推出定制AI加速芯片产品。本季度,迈威尔科技为亚马逊、谷歌、微软等超大规模科技公司提供了这类新型AI加速芯片,用于高效支持巨大AI软件模型的运行。正是定制AI芯片的强劲需求,助力公司第三季度收入超乎预期,并进一步推高了第四季度业绩指引。
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