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$博通(AVGO)$ASIC是啥就是专门干AI推理的芯片，不用像GPU那样啥活都能干，但在特定场景里性能够、成本还低，没必要全靠GPU撑着，我看能挑战一下英伟达

周五英伟达跌2.7%至近两个月低点，博通大涨超9%。有报道称，博通将从2026年起为OpenAI设计并生产AI芯片，市场担忧AI芯片领域竞争加剧，不久前黄仁勋曾自信地向分析师表示，英伟达的能效比是所有计算平台中最好的，客户很难转向竞争对手的硬件。【大家接下来会更看好博通or英伟达？】

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海容易啊
09-10
海容易啊
这篇文章不错，转发给大家看看

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