博通VS英伟达,谁将主导AI芯片新格局?

第一财经
18 Dec 2024

上周五美股博通大涨24.43%、市值站上万亿美元后,本周一博通股价又上涨了11.21%,市值达1.17万亿美元。该公司拿出超市场预期的一份最新财报后,市场对于AI定制芯片的兴趣仍在高涨。即便周二美股多只芯片股普跌,博通周二股价回调跌3.91%,收盘市值也仍在1.1万亿美元以上。在AI领域,博通涉足定制或专用集成电路(ASIC)和以太网网络部件,博通与三家大型云厂商合作开发定制AI芯片。作为一种更...

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