博通绩后获华尔街看好：AI算力需求前景强劲，收入破千亿美元预期或仍“太保守”

智通财经03-06

智通财经APP获悉，博通(AVGO.US)公布业绩后，华尔街分析师称赞这家半导体和软件巨头对2027 年的前景“强劲” ，这表明该公司将继续在人工智能领域投入巨资。杰富瑞分析师Blayne Curtis在致客户的报告中写道：“预计2027财年人工智能市场规模将超过1000亿美元，这可能过于保守，因为博通预计将提供10GW的计算能力，其中包括向其第六位已公布的客户OpenAI提供超过1GW的计算能力...

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