Broadcom Expects Decade-Long AI Chip Boom as Big Tech Invest Billions
Broadcom Expects Decade-Long AI Chip Boom as Big Tech Invest Billions
Broadcom Inc (NASDAQ:AVGO) chief Hock Tan expressed enormous conviction over the sustainability of the artificial intelligence frenzy as Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, Meta Platforms Inc (NASDAQ:META) and TikTok parent ByteDance splurged on designing custom processors that accelerate training and deployment of AI systems, the Financial Times reports.
博通公司(納斯達克:AVGO)首席執行官霍克·譚對人工智能熱潮的可持續性表示了巨大的信心，因爲Alphabet Inc(納斯達克:GOOG)(納斯達克:GOOGL)的谷歌、Meta Platforms Inc(納斯達克:META)及TikTok母公司字節跳動(臨時代碼)大肆投入設計用於加速人工智能系統訓練和部署的定製處理器，《金融時報》報道。
Reportedly, OpenAI and Apple Inc (NASDAQ:AAPL) also tapped Broadcom to develop their AI server chips to diversify their exposure to Nvidia Corp (NASDAQ:NVDA).
據報道，OpenAI和蘋果公司(納斯達克:AAPL)也與博通合作開發他們的人工智能服務器芯片，以多元化對英偉達公司(納斯達克:NVDA)的風險暴露。
Broadcom stock has surged over 101% year-to-date.
博通的股票年初至今已上漲超過101%。
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Tan told FT that he expected the demand to continue for at least ten years, citing their enormous return potential.
譚告訴《金融時報》，他預計未來至少十年內對人工智能的需求將持續，並指出其巨大的回報潛力。
Tan stressed to the FT that clients were intensely ramping up AI infrastructure investment plans spanning three to five years.
譚向《金融時報》強調，客戶正 intensively 加大人工智能基礎設施投資計劃，計劃跨度爲三到五年。
He does not expect the phenomenon to lose steam until his clients run out of finances.
他並不認爲這一現象會減弱，直到他的客戶耗盡財力。
Last week, Tan told investors Broadcom could generate tens of billions of dollars in additional annual revenue from AI chips by 2027.
上週，譚告訴投資者，博通到2027年可以通過人工智能芯片每年創造數百億美元的額外營業收入。
Tan's experience and dealmaking prowess fuelled speculation of rescuing struggling chipmaker Intel Corp (NASDAQ:INTC). However, Tan claimed no hostile offers since 2018, when it was tracking Qualcomm Inc (NASDAQ:QCOM), which succumbed to regulatory opposition.
譚的經驗和交易能力引發了對救助困境中的芯片製造商英特爾公司的猜測（納斯達克：INTC）。然而，譚聲稱自2018年以來沒有出現敵意報價，當時它正在關注高通公司（納斯達克：QCOM），而高通則屈服於監管反對。
Tan backed his thesis by citing investments by OpenAI and Elon Musk's xAI in data centers in 2024.
譚通過引用OpenAI和埃隆·馬斯克的xAI在2024年對數據中心的投資來支持他的論點。
Tan told the FT that its customers will build clusters of up to 1 million AI chips by 2027. However, Tan said that even 1 million chips may not suffice the AI ambitions of OpenAI and Anthropic.
譚告訴《金融時報》，到2027年，其客戶將構建多達100萬塊人工智能芯片的集群。然而，譚表示，即使是100萬塊芯片也可能不足以滿足OpenAI和Anthropic的人工智能雄心。
Broadcom's stock price rallied 24% in a single day last Friday after its AI revenues had surged by 220% in fiscal 2024. The chipmaker added over $200 billion to its market cap, breaching the $1 trillion milestone for the first time.
博通的股票價格上週五單日飆升24%，因爲其人工智能營業收入在2024財政年度激增了220%。這家芯片製造商市值增加了超過2000億，首次突破1萬億大關。
Rosenblatt's Hans Mosesmann expects Broadcom's growing moat in expanding custom-chip (ASIC) AI and surging AI opportunities to intensify the rivalry with Advanced Micro Devices, Inc (NASDAQ:AMD) and Nvidia. B of A Securities' Vivek Arya credited Broadcom with maintaining a position at customer Apple.
羅斯恩布拉特的漢斯·摩西曼預計，博通在擴展定製芯片（ASIC）人工智能和激增的人工智能機會方面日益增長的護城河，將加劇與美國超微公司（納斯達克：AMD）和英偉達的競爭。美銀證券的維韋克·阿雅認爲，博通在客戶蘋果的位置得到了保持。
Investors can gain exposure to Broadcom through Amplify ETF Trust Amplify Cybersecurity ETF (NYSE:HACK) and First Trust NASDAQ Technology Dividend Index Fund (NASDAQ:TDIV).
投資者可以通過Amplify ETF Trust Amplify 網絡安全概念 ETF（紐交所：HACK）和First Trust 納斯達克科技紅利指數基金（納斯達克：TDIV）來接觸博通。
Price Action: AVGO stock closed lower by 2.37% at $218.32 Thursday.
價格動態：AVGO股票週四收跌2.37%，報218.32美元。
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譯文內容由第三人軟體翻譯。