Broadcom Gains Analyst Confidence As AI Innovations and Strategic Acquisitions Set to Propel Growth
Broadcom Gains Analyst Confidence As AI Innovations and Strategic Acquisitions Set to Propel Growth
Broadcom Inc (NASDAQ:AVGO) announced significant advancements that bolster its position in the market with a broadened range of optical interconnect solutions tailored for artificial intelligence (AI) and machine learning (ML) applications.
博通公司（納斯達克股票代碼：AVGO）宣佈取得重大進展，通過爲人工智能（AI）和機器學習（ML）應用量身定製的更廣泛的光學互連解決方案，鞏固了其在市場上的地位。
These advancements in Broadcom's cutting-edge optics technologies are designed to provide high-speed interconnects for the front-end and back-end networks of extensive generative AI compute clusters.
博通尖端光學技術的這些進步旨在爲廣泛的生成式 AI 計算集群的前端和後端網絡提供高速互連。
The highlights of the announcement include the production release of a 200-Gbps per lane (200G/lane) electro-absorption modulated laser (EML) designed to complement next-generation GPUs and the unveiling of the industry's first 200G/lane vertical-cavity surface-emitting laser (VCSEL).
該公告的亮點包括量產版的每通道 200Gbps（200G/通道）電吸收調製激光器（EML），該激光器旨在補充下一代顯卡，以及業界首款200G/通道垂直腔面發射激光器（VCSEL）的推出。
Additionally, Broadcom demonstrated a continuous wave (CW) laser characterized by high efficiency and high linearity for silicon photonics (SiPh) modulation at 200G and reported the shipment of over 20 million channels of 100G/lane high-speed optical components for use in AI/ML systems.
此外，博通還展示了一種連續波（CW）激光器，該激光器具有高效率和高線性度，可用於200G的硅光子學（SiPH）調製，並報告了超過2000萬個通道的100G/Lane高速光學元件的出貨情況，用於人工智能/機器學習系統。
"We expect shipments of 8x100G optical transceivers to exceed 5 million units in 2024 and first 8x200G modules delivered to customers by the end of the year," commented Dr. Vladimir Kozlov, founder and CEO of LightCounting Market Research. "Google and Nvidia will be the first adopters of 200G per lane optics for interconnecting GPUs and TPUs in AI Clusters – the hottest area of the market now."
LightCounting市場研究創始人兼首席執行官弗拉基米爾·科茲洛夫博士評論說：“我們預計，到2024年，8x100G光學收發器的出貨量將超過500萬個，到今年年底，首批8x200G模塊將交付給客戶。”“谷歌和英偉達將率先採用每通道200G光學器件，用於在人工智能集群中互連GPU和TPU，這是目前市場上最熱門的領域。”
Broadcom expects $10 billion in AI chip sales in 2024.
博通預計，到2024年，人工智能芯片的銷售額將達到100億美元。
Citi analyst Christopher Danely reiterated a Buy rating on Broadcom with a price target of $1,560.
花旗分析師克里斯托弗·丹尼利重申了對博通的買入評級，目標股價爲1,560美元。
The analyst held an investor meeting with Broadcom CEO Hock Tan, who stated that AI spending does not appear to be slowing down with demand growth from its AI accelerator and networking products.
該分析師與博通首席執行官霍克·陳舉行了投資者會議，後者表示，隨着人工智能加速器和網絡產品的需求增長，人工智能支出似乎並沒有放緩。
The company views the AI TAM of $400 billion as achievable and believes the growth of custom ASICs is more sustainable than the growth of GPUs, as per the analyst.
據分析師稱，該公司認爲4000億美元的人工智能TAM是可以實現的，並認爲定製ASIC的增長比GPU的增長更可持續。
He noted that AVGO could experience an upside from AI and the VMware acquisition (23% of fiscal 2024 sales).
他指出，AVGO可能會從人工智能和收購VMware中獲得上行空間（佔2024財年銷售額的23％）。
Investors can gain exposure to Broadcom via Pacer Funds Pacer Data And Digital Revolution ETF (NYSE:TRFK) and Amplify ETF Trust Amplify Cybersecurity ETF (NYSE:HACK).
投資者可以通過Pacer Funds Pacer Data And Digital Revolution ETF（紐約證券交易所代碼：TRFK）和Amplify ETF Trust Amplify 網絡安全ETF（紐約證券交易所代碼：HACK）獲得博通的敞口。
Price Actions: AVGO shares traded lower by 2.39% at $1,260.49 on the last check Wednesday.
價格走勢：在週三的最後一次支票中，AVGO股價下跌2.39％，至1,260.49美元。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明： 該內容部分是在人工智能工具的幫助下製作的，並由Benzinga編輯審閱和發佈。
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