GUC becomes largest CPU design partner for AI, sees 71% EPS upgrade
GUC, the largest turnkey Bitcoin ASIC design partner, has become the leading CPU design partner for AI-driven processors, collaborating with major companies like Google and Microsoft. This development coincides with Morgan Stanley’s upgraded estimates for Google CPU shipments in 2026, now projected at 1.5 million units—double HSBC’s earlier forecast—reflecting a
