From Miner Chip to AI Brain: GUC Joins Google, Microsoft CPU Core Design Partners, GUC Stock Price Surges 10% to Hit All-Time High

April 20th, Matthew Sigel—VanEck’s Director of Digital Asset Research—posted on social media that GUC is leading the pack as Bitcoin miners ramp up expansion into AI infrastructure. GUC, the world’s largest fabless Bitcoin ASIC design partner, has successfully transformed into the top design partner for AI-focused CPUs. Its clients include Google, Microsoft, and Elon Musk’s upcoming xAI. Buoyed by growing adoption of AI intelligent agents, market expectations for the CPU ecosystem keep climbing. Morgan Stanley projects Google’s CPU shipments will hit 1.5 million units in 2026—double HSBC Equities’ 700,000-unit forecast from three months ago. The jump is driven mainly by the market’s accelerated shift away from traditional x86 architecture. This momentum sent GUC surging 10% overnight, with its stock price hitting an all-time high.