中文翻译
Counterpoint Research 指出，联发科(Mediatek)对2026年云端AI/ASIC(专用集成电路)收入约10亿美元的预测，与 $GOOGL 的资本支出(capex)以及 $AVGO 目前的营收相比，简直是沧海一粟。 但谷歌确实带来了震撼，将其资本支出预测上调了50%以上，并表示将专注于推理(inference)成本。 所以谁知道呢
· 供应链分析
联发科AI收入预测远低于谷歌资本支出，谷歌大幅上调支出聚焦推理成本。
英文原文
Counterpoint is Mediatek's ~$1B projections for Cloud AI/ASIC revenue for 2026 was a drop in the bucket compared to $GOOGL capex spend and what $AVGO currently brings in. But Google did deliver a shock upping its capex projections by 50%+ and said they would focus on inference costs. So who knows