芝能智芯出品博通2025财年第三季度的成绩单，算是踩着市场预期线交出的——159.5亿美元营收，同比涨了22%。传递出来的核心主要是靠两样：AI业务在往前冲，还有VMware整合后软件收入的托底。当然大家特别关心，而且是最亮眼，当然是定制ASIC芯片，在数据中心AI竞争里成了“王牌”，客户从3家扩到4家，神秘的新客户一下子砸了超100亿美元订单（据传是Open Ai），未来增长的底气更足了。...
Source Link芝能智芯出品博通2025财年第三季度的成绩单，算是踩着市场预期线交出的——159.5亿美元营收，同比涨了22%。传递出来的核心主要是靠两样：AI业务在往前冲，还有VMware整合后软件收入的托底。当然大家特别关心，而且是最亮眼，当然是定制ASIC芯片，在数据中心AI竞争里成了“王牌”，客户从3家扩到4家，神秘的新客户一下子砸了超100亿美元订单（据传是Open Ai），未来增长的底气更足了。...
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