就在市场为AI算力的每一次技术迭代欢呼雀跃时,芯片设计巨头博通(Broadcom)在近日的财报电话会议上,以一种“冷静”的姿态给热门的CPO(共封装光学)概念浇了一盆冷水,导致相关美股标的盘后下跌。然而,在这盆冷水的背后,是博通CEO Hock Tan(陈福阳)对AI未来一幅波澜壮阔的“热展望”:2027年AI芯片收入剑指1000亿美元,定制硅(XPU)将成为绝对主力。本文基于电话会上的核心发言...
Source Link就在市场为AI算力的每一次技术迭代欢呼雀跃时,芯片设计巨头博通(Broadcom)在近日的财报电话会议上,以一种“冷静”的姿态给热门的CPO(共封装光学)概念浇了一盆冷水,导致相关美股标的盘后下跌。然而,在这盆冷水的背后,是博通CEO Hock Tan(陈福阳)对AI未来一幅波澜壮阔的“热展望”:2027年AI芯片收入剑指1000亿美元,定制硅(XPU)将成为绝对主力。本文基于电话会上的核心发言...
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