美股 | 博通的“冷思考”与“热展望”：千亿美元AI芯片蓝图全解析

港美通讯03-06

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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