博通预计定制 AI 加速器业务到 2028 年增至 230 亿美元
博通 CEO 陈福阳在 2026 财年第三季度财报电话会上给出预测,其定制 AI XPU 加 AI 网络及其他 AI 系统芯片业务将从 2022 财年的 26 亿美元增长两个数量级至 2028 财年的 2300 亿美元。本季度博通整体营收 295.9 亿美元,同比增长 85.5%,其中 AI 相关收入 167.4 亿美元,AI 计算 122.2 亿美元、AI 网络 45.2 亿美元。陈福阳称已锁定 HBM、晶圆和封装产能,并预计 Anthropic 将在 2027 年成为其最大 XPU 客户。
in during the coming years and basically to tell Wall Street to take a chill pill on the GenAI bubble bursting. Across the six XPU customers that Broadcom has – Google, Anthropic, OpenAI, and Meta Platforms for sure, and possibly ByteDance (which owns TikTok) or Apple for the other two, but Amazon Web Services is using Broadcom for packaging and integration for Trainium 4 – there is about 30 gigawatts of total compute capacity, which suggests that you can install XPU systems for somewhere around
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