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）首席霍克· تان對人工智能熱潮的可持續性表達了巨大的信心，金融時報報道稱，谷歌（Alphabet Inc）（納斯達克：GOOG）（納斯達克：GOOGL）、Meta Platforms Inc（納斯達克：META）以及抖音母公司字節跳動正在大肆投資設計定製處理器，以加速人工智能系統的訓練和部署。
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）也聯繫了博通以開發其人工智能服務器芯片，從而多樣化對英偉達（Nvidia CORP）（納斯達克：NVDA）的曝光。
Broadcom stock has surged over 101% year-to-date.
博通股票今年至今已飆升超過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.
坦對《金融時報》表示，他預計需求至少會持續十年，引用其巨大的回報潛力。
Tan stressed to the FT that clients were intensely ramping up AI infrastructure investment plans spanning three to five years.
坦向《金融時報》強調，客戶正在 intensively (強烈地) 增加跨越三到五年的人工智能基礎設施投資計劃。
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失去動力，直到他的客戶耗盡資金。
Last week, Tan told investors Broadcom could generate tens of billions of dollars in additional annual revenue from AI chips by 2027.
上週，坦告訴投資者，到2027年，博通可以通過人工智能芯片每年額外創造數十億美元的營業收入。
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拯救陷入困境的芯片製造商英特爾公司（納斯達克：INTC）的猜測。然而，譚聲稱自2018年以來沒有出現敵意收購要約，當時它正在關注高通公司（納斯達克：QCOM），該公司因監管反對而屈服。
Tan backed his thesis by citing investments by OpenAI and Elon Musk's xAI in data centers in 2024.
譚引用了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.
譚對金融時報表示，客戶將在2027年前構建多達100萬顆人工智能芯片的集群。然而，譚表示，即使是100萬顆芯片也可能無法滿足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.
上週五，博通的股價在一天內上漲了24%，因爲其在2024財政年度的人工智能營收激增了220%。這家芯片製造商在市值上增加了超過2000億美元，首次突破了1萬億美元的里程碑。
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.
羅森布拉特的漢斯·摩塞斯曼預計，博通在定製芯片（ASIC）人工智能領域的不斷擴展和激增的人工智能機會將加劇與美國超微公司（納斯達克：AMD）和英偉達的競爭。美銀證券的維維克·阿里亞稱讚博通在客戶蘋果公司中保持的地位。
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 網絡安全可交易ETF（紐交所：HACK）和First Trust 納斯達克科技股息指數基金（納斯達克：TDIV）獲得博通的投資機會。
Price Action: AVGO stock closed lower by 2.37% at $218.32 Thursday.
價格走勢：AVGO股票在週四下跌了2.37%，收於218.32美元。
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