博通财报透视XPU:第4家客户百亿美元订单明年Q3交付,7家目标客户都在开发大语言模型,最终他们都会拥有或创建一个平台!

王铮Silvia
Sep 05

内容目录业务陈述:上季度获得一位潜在客户100亿美元订单,Tomahawk 5支持向上扩展512个计算节点本季度收入160亿美元,同比增长22%,半导体收入为92亿美元,AI半导体为52亿XPU收入占比为65%,上季度获得一位潜在客户100亿美元订单Tomahawk 5支持向上扩展512个计算节点,推出下一代Jericho4以太网架构路由器预计下季度合并收入约174亿美元,同比增长24%本季度营业...

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