博通将AI需求激增视为长期趋势

格隆汇
Mar 05

格隆汇3月5日|博通在周三与投资者的电话会议上强调了其长期优势。该公司表示,随着超大规模云服务提供商从训练AI转向利用AI创造产品,AI需求并未减弱。他们反而需要更多的计算和网络算力来支持其产品。首席执行官陈福阳表示,尽管市场存在限制,但博通已设法将内存供应维持到2028年底。他表示:“我们与这六家客户在开发AI XPU方面的合作是深入、战略性和多年的。”

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