据苏斯奎汉纳在一份报告中指出，博通现已转向仅向客户销售芯片解决方案，这导致其对人工智能相关销售的前景预期变得更为温和。分析师此前已预计，博通在2026财年将不再向Anthropic销售整机柜，而该公司周三证实，将开始仅向客户销售芯片解决方案。分析师表示，这一转变解释了为何其AI营收指引显得“不温不火”。然而，苏斯奎汉纳补充道：“更广泛层面的需求依然‘无法满足’，本季度AI半导体订单额已突破300亿美元。”受此消息影响，博通股价在盘前交易中下挫15%。
据苏斯奎汉纳在一份报告中指出，博通现已转向仅向客户销售芯片解决方案，这导致其对人工智能相关销售的前景预期变得更为温和。分析师此前已预计，博通在2026财年将不再向Anthropic销售整机柜，而该公司周三证实，将开始仅向客户销售芯片解决方案。分析师表示，这一转变解释了为何其AI营收指引显得“不温不火”。然而，苏斯奎汉纳补充道：“更广泛层面的需求依然‘无法满足’，本季度AI半导体订单额已突破300亿美元。”受此消息影响，博通股价在盘前交易中下挫15%。
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