集微网·爱集微APP,各大主流应用商店均可下载凭借在专用集成电路(ASIC)的产品组合优势,包括定制化ASIC、网络互连技术、全链路硬件等,博通已成为人工智能芯片市场的关键参与者,并在云服务提供商和超大规模计算企业中获得青睐。这促使博通的经营业绩快速增长,股价在过去一年中飙升65%,远高于英伟达同期30%的涨幅。但在与英伟达竞争过程中,其也面临生态壁垒、芯片性能、配套成本、技术竞争和市场空间等多重...
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