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4 小时
Broadcom CEO sounds alarm on crucial shift in AI-chip market
Broadcom has enjoyed an excellent year of steady growth as a leader in semiconductor technology design and manufacturing.
腾讯网
2 小时
ASIC大刀砍向GPU,英伟达垄断时代要被终结了?
市值破亿,博通全靠画了一张900亿美元的“大饼”。 在财报电话会议上,公司CEO Hock Tan直言,预计到2027年公司的AI收入将达到600-900亿美元。这个口径还只是从现有3大客户拿到的收入规模。 博通CEO的自信,完全来自对ASIC的乐观 ...
CRN
15 小时
Hyperscalers’ AI Chip Bets Drive Broadcom Bullet Train To $1 Trillion Valuation
Hock Tan said he has cut VMware’s expenses in half since taking over the company a year ago, dropping quarterly operating ...
NextBigFuture
8 小时
Broadcom Building Three One Million GPU AI Supercomputers for 2027
Broadcom predicts serviceable market for AI XPU and networking could reach $60 billion to $90 billion by 2027 and company is ...
21 小时
Broadcom: Keep Calm And Let Profits Ride
AI-led growth acceleration has a long runway in Broadcom's semiconductor solutions business. Find out why AVGO stock is a Buy ...
TechCentral
18 小时
Broadcom joins the trillion-dollar club
Broadcom is predicting a huge expansion in demand for chips that power AI - and the market, for now, is buying it all the way ...
17 小时
Broadcom Hits $1T Market Cap: Are Broadcom ETFs the Next NVIDIA?
Broadcom shares just saw its best ever trading day on Friday and hit a $1T market-cap. Analysts view upbeat long-term outlook ...
11 小时
Broadcom Stock Is on Track for an All-Time High. It’s Having an ‘Nvidia Moment.’
Shares of chip maker Broadcom were rising sharply in afternoon trading, adding to a sizable gain made on Friday. The stock rose 8.6% to $244.21 on Monday, headed for an all-time high, according to Dow ...
3 小时
Broadcom Review: Apple Customer Risk
Broadcom faces significant risks from Apple's potential move to in-house chip production. Read why I continue to believe AVGO ...
17 小时
on MSN
This US growth stock just hit a trillion-dollar market cap! What next?
After soaring 24% in a single day last week, this US growth stock has catapulted past a $1trn market cap. Mark Hartley ...
15 小时
3 Enormous Supercomputers May Now Be In The Works
According to recent news, a major vendor of AI hardware is now claiming that three of its major customers are planning ...
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