下一个英伟达是AVGO，博通凭ASIC能打破英伟达AI芯片垄断地位？深度对比AI ASIC和英伟达GPU+CUDA+NV LINK

12月12日周四美股盘后，博通发布了截至11月3日的公司第四财季财报，由于刚结束的财年AI收入同比增长220%达到122亿美元，且下一财季营收指引符合预期。周一博通涨势延续，收涨11.21%，刷新收盘历史高位至250美元，收盘市值1.17%。基于和博通的合作，Google推出了自研ASIC芯片v6e，Meta也发布了自研ASIC芯片MITA。【你有上车博通吗？现在你更看好博通or英伟达？】

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精彩评论

吧唧1
12-17 18:24
吧唧1
ai生态很稳，下游稳定，有望成为第二个英伟达啊
拉弓暴扣
12-17 14:18
拉弓暴扣
博通这次能否逆袭，值得关注
Lydia758
12-17 16:01
Lydia758
阅

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