《Why Nvidia's Biggest Deal Ever Might Get Blocked》
看好AVGO,其AI半导体收入正重新加速,预计将与NVDA一同实现销售与份额的增长。
再快速对比一下另一家公司,Nvidia 和 Broadcom 的过去 12 个月营收。关于 Broadcom 有很多讨论。
And just another quick comparison to another company, Nvidia and Broadcom with their trailing 12-month revenue. A lot of talk about Broadcom.
它目前还在重新加速其AI半导体业务的收入,这要归功于一些闭源模型的AI实验室,尤其是Google和TPU,以及像OpenAI这样的其他公司。
It's also re-accelerating its AI semiconductor revenue right now, thanks to some of those closed model AI labs, especially Google and the TPU, as well as others like OpenAI .