博通电话会:2027年AI芯片营收将破1000亿美元,AI不会颠覆基础设施软件

华尔街见闻
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受AI芯片业务翻倍增长的强力引擎驱动,博通2026财年第一季度营收创下历史新高,并预计在2027年实现AI芯片收入突破1000亿美元的惊人里程碑。随着全球生成式AI竞赛进入白热化,底层算力基础设施的头号玩家正在交出远超市场预期的答卷。博通在随后的2026财年第一季度财报电话会议上抛出了一个宏大的指引:“我们现在有信心在2027年实现仅芯片业务的AI收入超过1000亿美元。”整体来看,博通正在把“...

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