Cnbeta.com.tw - December 13, 2024
向苹果公司及其他大型科技公司供应芯片的博通预计其人工智能芯片的需求将大增之后,股价飙升,市值首次升逾1万亿美元大关。该公司在财报后的电话会议上表示,第一财季人工智能产品的销售额将增长65%,远高于其半导体整体约10%的增速。这家芯片制造商还预测,到2027财年,其为数据中心运营商设计的人工智能组件的潜在市场空间将高达900亿美元。 博通跟英伟达类似,也把自己定位成人工智能支出狂潮的主要受益者。公司首席执行官陈福阳表示,公司赢得了两个超大规模新客户 —— 大型数据中心运营商。纽约市场周五开盘后,该股一度上涨21%…
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