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海通证券:AI ASIC有望迎来爆发式增长 关注产业链投资机会
智通财经APP获悉,海通证券发布研报称,亚马逊推出自研ASIC Trainium2服务器,博通对AI ...
1 天
海通证券:AI ASIC有望迎来爆发式增长 关注AI ASIC产业链投资机会
博通股价累计已经实现翻番,其定制AI芯片的需求将在未来几年持续增长。博通CEO陈福阳预计人工智能市场将有望在2027财年为公司带来600亿至900亿美元的收入。
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