博通:客户主导型 AI XPU 项目需要高度成熟团队,暂不对 ASIC 业务构成威胁

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IT之家 3 月 5 日消息,Broadcom 博通总裁兼 CEO 陈福阳在财报会议上回答提问时称,由客户主导的 COT(Customer Owned Tooling)模式 AI XPU 项目需要世界一流的成熟芯片设计团队,至少在现阶段未对博通的 ASIC 业务构成威胁。陈福阳表示,成功的 AI XPU 不仅需要前沿的制程、互联等技术,也需要其能在合适的时间窗口提供业界一流的实际性能。“足够好”的...

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