博通的炸裂业绩，为何不再让人兴奋了？

半导体产业纵横03-07

人们担心软件会拖累博通的AI业务。2026年从事人工智能芯片业务最困难的事情或许在于，庞大的数字似乎不再那么庞大了。博通的数据不如英伟达那么庞大。但这家曾经因向苹果供应射频芯片而闻名的公司，凭借自身实力建立起了强大的AI芯片业务。强大到该公司周三表示，它“有望”在2027年实现该业务销售额突破1000亿美元。博通目前的整体年营收略低于700亿美元。但与英伟达一样，博通也很难用如此爆炸性的业绩预期来...

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