Broadcom Secures Major Wins With OpenAI, Google, Meta As It Targets $150B AI Market
Broadcom Secures Major Wins With OpenAI, Google, Meta As It Targets $150B AI Market
Broadcom Inc. (NASDAQ:AVGO) is stepping into a new chapter in its AI journey, securing significant victories with two major AI ASIC programs.
愛文思控股（納斯達克：AVGO）正在邁入人工智能發展的新篇章，在兩項重大人工智能ASIC項目上取得了重大勝利。
JPMorgan's Harlan Sur highlights that Broadcom has "recently won OpenAI's first and second generation AI ASIC programs," positioning it as OpenAI's fourth major AI ASIC partner.
摩根大通的Harlan Sur指出，博通最近贏得了OpenAI的第一代和第二代人工智能ASIC項目，使其成爲OpenAI的第四個主要人工智能ASIC合作伙伴。
Alongside this, Broadcom has also added a fifth major AI ASIC customer, both expected to ramp up in 2026, further solidifying its leadership in the AI space.
除此之外，博通還增加了第五個主要人工智能ASIC客戶，預計在2026年加速發展，進一步鞏固其在人工智能領域的領先地位。
Why Broadcom? The Power Of Advanced Chip Design
爲什麼選擇博通? 愛文思控股的先進芯片設計之力
What sets Broadcom apart in the fiercely competitive AI landscape is its state-of-the-art chip technology.
在激烈競爭的人工智能領域，博通脫穎而出的地方在於其先進的芯片技術。
Sur emphasizes that Broadcom's 2nm/3nm AI ASIC reference platform, developed over the past 24 months, played a crucial role in these wins. This platform, which includes the industry's first 3D SOIC (chip stacking) initiatives, "was instrumental in likely winning these two new programs" by maximizing transistor density and performance while lowering power consumption.
Sur強調，博通過去24個月開發的2nm/3nm人工智能ASIC參考平台在這些勝利中發揮了關鍵作用。該平台包括行業首個3D SOIC（芯片堆疊）項目，「通過最大程度地提高晶體管密度和性能，同時降低功耗」，「很可能幫助贏得這兩個新項目」。
Read Also: Comparing Broadcom With Industry Competitors In Semiconductors & Semiconductor Equipment Industry
閱讀更多：比較博通在半導體及半導體設備行業的競爭對手
Google, Meta: Strong Pipeline Of AI Revenue
谷歌，meta：強大的人工智能營業收入管道
Broadcom's momentum doesn't stop with OpenAI. The company is also ramping up its AI initiatives with tech giants Google's parent Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta Platforms Inc (NASDAQ:META).
博通不僅與OpenAI合作，而且還與科技巨頭谷歌的母公司Alphabet Inc（納斯達克：谷歌）和Meta Platforms Inc（納斯達克：META）加強了其人工智能（AI）項目。
Sur notes that Broadcom is on track to ramp Google's next-gen 3nm TPU AI processor by the end of this year, with expected revenues of over $8 billion this year and $10 billion next year.
Sur指出，博通計劃在今年底之前推出谷歌的下一代3納米TPU人工智能處理器，預計今年的營業收入將超過80億美元，明年將達到100億美元。
On Meta, Sur predicts, "Meta will be Broadcom's next multi-billion dollar customer," contributing significantly to Broadcom's AI revenue growth in the coming years.
Sur預測，「對於博通來說，Meta將成爲其下一個帶來數十億美元收入的客戶」，在未來幾年內，這將極大促進博通人工智能收入的增長。
The Bigger Picture: A $150 Billion AI Opportunity
整體趨勢：1500億美元人工智能機會
Broadcom is positioning itself to tap into what Sur describes as a "$150B+ AI semiconductor opportunity over the next 5 years," driven by the strong demand for custom chip designs among large cloud companies and OEMs.
博通正致力於利用大型雲公司和原始設備製造商對定製芯片設計的強烈需求，以開啓Sur所描述的「未來五年內價值1500億美元以上的人工智能半導體機遇」。
With the AI market growing at an expected rate of 30-40% per year, Broadcom's recent wins with OpenAI and the fifth major customer are set to be key contributors to this massive revenue potential.
隨着人工智能市場預計每年以30-40%的速度增長，博通在與OpenAI和第五大客戶取得重要合作的同時，將成爲實現巨大營業收入潛力的關鍵推動因素。
As Broadcom continues to secure high-profile AI partnerships and advance its chip technology, it is poised for significant growth in the AI semiconductor market.
隨着博通不斷確立高規格的人工智能合作伙伴關係和推進其芯片技術，該公司在人工智能半導體市場上將迎來顯著增長的機遇。
With a strong pipeline and a solid revenue outlook, Broadcom remains a key player to watch in the AI space.
憑藉強大的業務儲備和可觀的收入前景，博通仍然是人工智能領域值得關注的重要參與者。
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Photo: Piotr Swat/Shutterstock.com
照片：Piotr Swat / shutterstock
譯文內容由第三人軟體翻譯。