不过话说回来，ASIC与GPU平分天下，甚至替代GPU，不仅是博通的美好幻想，也代表着科技巨头们的意志。他们从一开始就寻求英伟达之外的替代供应方案，只要外部环境出现变化，所有人都会去寻找更有效率的解决方案，以摆脱被动的局面。

在AI大模型的强劲需求推动下，全球芯片市场正在经历一场深刻的变革。不仅是传统的GPU芯片厂商，围绕AI定制化芯片开展服务的企业也在不断攀升业绩，吸引资本市场的关注。最近，博通（Broadcom）的财报引发了行业的广泛热议：其第四财季中，AI芯片相关业 ...

智通财经APP获悉，周四美股盘后，博通(AVGO.US)公布了其2024财年第四季度业绩。由于第四季度盈利好于预期、且预测其人工智能芯片需求将激增，截至发稿，博通周四美股盘后大涨近16%。财报显示，博通Q4营收为140.54亿美元，同比增长51%，略 ...

随着AI大模型从预训练阶段转向逻辑推理阶段，以ASIC为代表的专用芯片可能将逐步取代以GPU为代表的通用芯片，成为各大AI公司的“新宠”。分析称，如果博通CEO对ASIC市场的预测准确，未来三年博通ASIC相关的AI业务有望实现每年翻倍增长。

巴克莱同样看好ASIC，认为AI推理计算需求将快速提升，预计其将占通用人工智能总计算需求的70%以上，推理计算的需求甚至可以超过训练计算需求，达到后者的4.5倍。英伟达GPU目前在推理市场中市占率约80%，但随着大型科技公司定制化ASIC芯片不断涌现，这一比例有望在2028年下降至50%左右。

Curtis补充道，这600亿至900亿美元来自该公司的三个人工智能专用集成电路客户，其中包括谷歌 (GOOGL.US)和Meta (META.US)，但如果该公司赢得另外两家超大规模公司微软 (MSFT.US)和亚马逊 ...

We booked more than 15 million CPU cores of VCF,’ Broadcom CEO Hock Tan told investors. Broadcom’s third quarter saw overall revenue leap 47 percent to $13.07 billion during its most recent ...

Broadcom CEO Hock Tan said the “chaos and conflict” that dominated VMware’s go-to-market model prior to Broadcom’s ownership has been simplified thanks to a massive SKU reduction ...

"I would say at least half the growth is still on our traditional business. The other half may be out of generative AI," Broadcom CEO Hock Tan tells investors Broadcom CEO Hock Tan offered no updates ...

Did you get a raise in 2017? These superrich CEOs sure did! Contrary to what one president might think, the stock market's performance last year likely did not have much of an impact on your life.

With partners and industry analyst Gartner worried about a price hike on the way for customers, Broadcom CEO Hock Tan announces that he can offer a better VMware ‘without raising prices' Broadcom CEO ...