1056 ET - Broadcom has become a major AI play for investors and should hold that posture for years to come given the goals of its top customers, Benchmark analyst Cody Acree says in a research note. Its big hyperscaler customers, Google and Meta, seem to have been joined by ByteDance, and each of the three are planning to deploy up to a million clusters of XPUs--the chips used to train generative AI models--across a single fabric, or the interconnecting infrastructure for chips, the analyst says. The combination of just those three customers represents an estimated serviceable addressable market of $60 billion to $90 billion in fiscal 2027 across Broadcom's networking and XPU businesses, Acree says. (dean.seal@wsj.com)
(END) Dow Jones Newswires
March 07, 2025 10:56 ET (15:56 GMT)
Copyright (c) 2025 Dow Jones & Company, Inc.
免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。