博通摊牌了：AI业务三年增长3倍 | AI脱水

华尔街见闻07-16

本文作者：张逸凡编辑：申思琦来源：硬AI 在美股AI标的中，博通的地位再次被提高。 7月14日，美银在一场电话会中，将博通列为与英伟达同等重要的顶级AI标的（Top AI Pick along with NVIDIA）。会上，博通管理层展示了公司当前吸引投资者的三个要素： 1、 AI业务增长迅猛：博通面对的AI市场规模提升到300-500亿美元每年，且需求没有看到放缓； 2、 VMware...

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