BlockBeats News, April 20th, VanEck's Director of Digital Asset Research (matthew_sigel) posted on social media that as Bitcoin miners increasingly expand into AI infrastructure, the world's largest fabless Bitcoin ASIC design partner GUC (successfully transformed into the largest design partner for AI-driven CPUs, with clients including Google, Microsoft, and the upcoming xAI) is at the forefront.

Benefiting from the increase in AI intelligent agent adoption, the market continues to raise expectations for the CPU ecosystem: Morgan Stanley expects Google's CPU shipments to reach 1.5 million units in 2026, double the forecast from three months ago by HSBC Equities (700,000 units), mainly due to the market's accelerated transition from the traditional x86 architecture. Driven by this, GUC surged 10% last night, with its stock price hitting a new all-time high.