(以下内容从国金证券《通信行业研究:NV投资CPO供应链,VNET签署IDC合作协议》研报附件原文摘录)1)海外多家公司公布业绩:A)博通:第一财季营收为193.11亿美元,较去年同期的增长29%。公司AI XPU/ASIC业务已获谷歌、Meta等六大头部客户大规模落地,印证下游AI算力基础设施需求旺盛。B)Marvell:FY2026Q4实现22.19亿美元营业收入同比增长22%,同时基于云厂商...
Source Link(以下内容从国金证券《通信行业研究:NV投资CPO供应链,VNET签署IDC合作协议》研报附件原文摘录)1)海外多家公司公布业绩:A)博通:第一财季营收为193.11亿美元,较去年同期的增长29%。公司AI XPU/ASIC业务已获谷歌、Meta等六大头部客户大规模落地,印证下游AI算力基础设施需求旺盛。B)Marvell:FY2026Q4实现22.19亿美元营业收入同比增长22%,同时基于云厂商...
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