Counterpoint：英伟达难独占鳌头博通与台积电将成定制芯片大赢家

格隆汇02-04

2月4日，随着人工智能热潮的继续推进，英伟达很可能失去如今的主导地位，因为越来越多的大型数据中心运营商为降低成本，正在采购定制芯片（ASIC），这将让英伟达的通用型芯片“跌落云端”。研究公司Counterpoint在一份报告中指出，博通预计将在2027年继续保持其作为顶级AI服务器计算ASIC设计合作伙伴的领先地位，市场份额进一步扩大至60%。同时，与博通合作紧密的台积电也将快速扩张。作为定制芯片...

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Counterpoint：英伟达难独占鳌头 博通与台积电将成定制芯片大赢家

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Counterpoint：英伟达难独占鳌头博通与台积电将成定制芯片大赢家