From Mining Chips to AI Brains: GUC Becomes Core Design Partner for Google and Microsoft, Stock Surges 10% to Historic High

On April 20, Matthew Sigel, Head of Digital Asset Research at VanEck, posted on social media that as Bitcoin miners increasingly venture into AI infrastructure, GUC, the world’s largest turnkey Bitcoin ASIC design partner, has successfully transformed into the largest design partner for AI-driven CPUs, with clients including Google, Microsoft, and the upcoming xAI. Benefiting from the rising adoption of AI agents, market expectations for the CPU ecosystem continue to be upgraded: Morgan Stanley predicts that Google’s CPU shipments will reach 1.5 million units by 2026, double the HSBC benchmark forecast of 700,000 units made three months ago, primarily due to the market’s accelerated shift from traditional x86 architecture. Driven by this momentum, GUC’s stock surged 10% last night, reaching a historic high.