剑指千亿美元!博通AI芯片营收暴涨,能否撕开英伟达算力护城河?

剑勇谈智能
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文/杨剑勇在全球AI芯片市场,英伟达凭借CUDA生态,使其在主导全球AI数据中心芯片市场。值得注意的是,尽管各界训练模型,依赖于英伟达的高性能芯片,但巨头们仍然加大自研芯片,以及透过博通公司定制化芯片,以此希望芯片供应更加多元化,减少对英伟达的依赖。博通AI芯片营收激增,预计2027年有望超千亿美元博通的定制芯片正在撕开英伟达的AI算力芯片护城河,其AI芯片营收持续强劲增长。2026财年第一季度...

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