博通开发AI芯片对抗英伟达20250908

Broadcom to Help OpenAICreate AI Chip to Take On Nvidia 博通将帮助OpenAI开发⽤于对抗英伟达的AI芯⽚ Broadcom, OpenAI Team to Design, Produce an AI Chip 博通与OpenAI联⼿设计、⽣产⼀款AI芯⽚ ByDina Bass作者：Dina BassSeptember 5, 2025 at 4:17 AM GMT+8Updated on更新于September 5, 2025 at 4:06 PM GMT+8 Takeawaysby Bloomberg AI 彭博社⼈⼯智能要点 Broadcom Inc. is helping OpenAI design andproduce an artificial intelligence acceleratorfrom 2026, getting into a lucrative sphere dominated by Nvidia Corp. 博通公司正在帮助OpenAI从2026年起设计并⽣产⼀款⼈⼯智能加速器，进⼊由英伟达公司主导的这⼀区域，争夺⼀块利润丰厚的市场。 The two firms plan to ship the first chips inthat lineup starting next year, with OpenAIinitially using the chip for its own internalpurposes. 两家公司计划从明年开始交付该系列的⾸批芯⽚，OpenAI最初将把该芯⽚⽤于其内部⽤途。 Broadcom Chief Executive Officer Hock Tansaid the company has secured more than $10billion in orders from OpenAI, which Tanidentified as the new customer for its customaccelerator business. 博通⾸席执⾏官谭宏表示，公司已从OpenAI获得超过100亿美元的订单，谭宏将OpenAI认定为其定制加速器业务的新客户。 BPC > disable Dark Reader orenable JavaScript for site BPC >禁⽤Dark Reader或启⽤站点的JavaScript Broadcom Inc.is helping OpenAI design andproduce an artificial intelligence accelerator from 2026, getting into a lucrative spheredominated byNvidia Corp. 博通公司正在从2026年开始帮助OpenAI设计和⽣产⼀种⼈⼯智能加速器，进⼊由英伟达公司主导的这⼀利润丰厚领域。 The two firms plan to ship the first chips in thatlineup starting next year, a person familiar withthe matter said, asking to remain anonymousdiscussing a private deal.OpenAIwill initiallyuse the chip for its own internal purposes, theFinancial Times reported earlier. ⼀位不愿透露姓名的知情⼈⼠表⽰，这两家公司计划从明年开始交付该系列的⾸批芯⽚，该⼈⼠在讨论私⼈交易时要求保持匿名。⾦融时报早前报道，OpenAI最初将把该芯⽚⽤于其内部⽤途。 Hock TanSource: Bloomberg 霍克·谭来源：彭博社 The shares rose about 6.5% in early tradingbefore New York markets opened on Friday.They have risen 32% so far this year throughThursday’s close. 在纽约股市周五开盘前的早盘交易中，该股上涨约6.5%。截⾄周四收盘，今年迄今已上涨32%。 Chief Executive OfficerHock Tanmade veiledreferences to that partnership on Thursdaywhen he said Broadcom had secured a newclient for its custom accelerator business. Tansaid the company has secured more than $10 billion in orders from the new customer, whichthe person identified as OpenAI. ⾸席执⾏官霍克·谭在周四含蓄提到了那项合作关系，他表⽰博通已为其定制加速器业务赢得了⼀位新客户。谭说，公司已从这位新客户那⾥获得超过100亿美元的订单，该⼈⼠被指出为OpenAI。 Accelerators are essential to the developmentof AI at big tech firms fromMeta Platforms Inc.toMicrosoft Corp. Bloomberg News haspreviouslyreportedthat OpenAI andBroadcom were working on an inference chipdesign, intended to run or operate artificialintelligence services after they had beentrained. 加速器对于从Meta Platforms Inc.到MicrosoftCorp.等⼤型科技公司开展⼈⼯智能开发⾄关重要。彭博社此前曾报道，OpenAI和博通正在合作开发⼀款推理芯⽚设计，旨在在⼈⼯智能模型训练完成后运⾏或操作⼈⼯智能服务。 “Last quarter, one of these prospects releasedproduction orders to Broadcom,” Tan said, without naming the customer. “上个季度，其中⼀个这些潜在客户向博通下达了⽣产订单，”谭说道，但未披露该客户姓名。 Read More:Broadcom Earnings Run HeadlongInto Stock’s $730 Billion Rally 阅读更多：彭博社——博通业绩迎来股票7,300亿美元狂潮 Broadcom is among the chip designersbenefiting from a post-ChatGPT boom in AIdevelopment, in which companies and startupsfrom the US to China are spending billions tobuild data centers, train new models andresearch breakthroughs in a pivotal newtechnology. On Thursday, Tan told investorsthe chipmaker’s outlook will improve“significantly” in fiscal 2026, helping allay concerns about slowing growth. 博通是受益于ChatGPT之后⼈⼯智能开发热潮的芯⽚设计公司之⼀，从美国到中国的企业和初创公司都在投⼊数⼗亿美元建设数据中⼼、训练新模型并研究这⼀关键新技术的突破。周四，谭表⽰芯⽚制造商在2026财年的前景将“显著”改善，帮助缓解对增长放缓的担忧。 Read More:OpenAI, Broadcom Working toDevelop AI Inference Chip 阅读更多：OpenAI、Broadcom正在合作开发AI推理芯⽚ Tan had previously said that AI revenue for2026 would show growth similar to the current year — a rate of 50% to 60%. Now, with a newcustomer that he said has “immediate andpretty substantial demand,” the rate willaccelerate in a way that will be “fairlymaterial,” Tan said. Tan先前曾表⽰，2026年的AI收⼊增速将与本年度相似——为50%到60%。现在，由于他所说的⼀位“有着即时且相当可观需求”的新客户，这⼀增速将以“相当显著”的⽅式加速，Tan说。 “We now expect the outlook for fiscal 2026 AIrevenue to improve significantly from what wehad indicated last quarter,” he said. “我们现在预计，2026财年AI收⼊的前景将较我们上季度所⽰⼤幅改善，”他表⽰。 Broadcom’s quarterly results initially drew atepid reaction from investors, a sign they wereanticipating a bigger payoff from the AI boom.After fluctuating in the wake of the report, thestock gained more than 3% during the conference call. Broadcom的季度业绩最初令投资者反应平淡，这表明他们原本期待能从AI热潮中获得更⼤回报。在报告发布后的波动之后，该股在电话会议期间上涨超过3%。 Sales will be about $17.4 billion in the fiscalfourth quarter, which runs through October,the company said inan earlier statement.Analysts had projected $17.05 billion onaverage, though some estimates topped $18billion, according to data compiled byBloomberg. 公司此前在⼀份声明中表⽰，财政第四季度（截⾄⼗⽉）的销售额将约为174亿美元。彭博汇编的数据显⽰，分析师平均预计为170.5亿美元，尽管也有⼀些估计超过180亿美元。 Expectations were high heading into theearnings report. Broadcom shares more thandoubled since hitting a low in April, addingabout $730 billion to the company’s marketvalue and making them the third-best performer in the N