格隆汇6月6日｜博通预计2025财年AI芯片销售的增长势头将延续至2026财年。大客户在加大AI推理开支。非AI芯片销售接近谷底，但将缓慢地复苏。因为定制AI芯片的缘故，利润率收窄。2026财年定制AI芯片的部署将高于预期。

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