花旗力挺英伟达：预计GPU仍将保持强劲势头，2028年ASIC占比25%

华尔街见闻12-18 14:31

随着Marvell和博通两家芯片制造商的近期披露的业绩大超预期，投资者开始担忧英伟达的GPU是否会被定制ASIC芯片所取代。12月17日，花旗分析师Atif Malik、Papa Sylla发布报告力挺英伟达，重申“这两种芯片将共存”。花旗预计，到2028年，AI加速器的总市场规模（TAM）将达到3800亿美元，其中AI GPU将占据主导地位，占据75%的份额，ASIC则将仅占25%。分析师认为，...

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