博通的野心：不做英伟达第二，但要做巨头们离不开的人

电子半导体观察03-06

点击上方蓝字，关注我们定制芯片市场的战火，正烧向英伟达的领地。3月4日的财报电话会上，博通抛出一组数字，让整个半导体行业侧目——其AI芯片业务在2027年的营收有望突破1000亿美元。这不仅是对自身技术路线的押注，更像是对整个定制化AI芯片赛道投下的一张信任票。在通用GPU大行其道的今天，博通走的是另一条路：与巨头深度绑定，为它们量身打造芯片。从谷歌的TPU到OpenAI的定制处理器，博通的角色更...

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