博通是重仓股：它为 Google、Meta 和 Anthropic 打造定制 AI 芯片，并与 Nvidia 竞争。上季度 AI 芯片收入为 167 亿美元，同比增长 221%，预计下一财年约 1150 亿美元，再下一年 2300 亿美元，Anthropic 有望在 2027 年前成为其大客户。
逐段跳播
还有其他优秀的公司，比如Broadcom、Micron、AMD、Palantir和Lam Research，全都位列前十。
with other great companies such as Broadcom, Micron, AMD, Palantir and Lam Research, all in the top ten .
这就是为什么Broadcom和Google在我的榜单上排名如此之高。
That's why Broadcom and Google rank so high on my list.
不过，Google主要为自己制造定制芯片，而Broadcom则为所有人制造芯片，包括Google、Meta、OpenAI和Anthropic。
But while Google mostly builds custom chips for itself, Broadcom builds them for everyone, including Google, Meta, OpenAI and Anthropic.
这使Broadcom成为Nvidia最大的直接竞争对手之一。Broadcom上个季度来自人工智能芯片的营收达到167亿美元，同比猛增221%。
This makes Broadcom one of Nvidia's biggest direct competitors. Broadcom's revenue from artificial intelligence chips reached $16.7 billion last quarter , a staggering 221 % year-over-year increase.
他们预计下一财年来自人工智能芯片的营收约为1150亿美元，再下一年为2300亿美元。Broadcom还表示，Anthropic有望在2027年之前成为其最大的定制芯片客户之一。
They expect to generate about $115 billion in revenue from artificial intelligence chips in the next fiscal year, and $230 billion the year after that. Broadcom also says that Anthropic is on track to become one of its biggest custom chip customers by 2027.
所以，无论市场转向Nvidia的GPU、Google的Tensor处理器，还是Broadcom的定制芯片，我都是赢家，因为这三家我都持有。
So, whether the market shifts towards Nvidia's GPUs, Google's Tensor Processors, or Broadcom's custom chips, I'm a winner because I own all three.
Broadcom在人工智能领域的营收继续同比增长超过200%。
Broadcom's revenue in the field of artificial intelligence continues to grow by more than 200% year-on-year.
观察点
这个频道对 $AVGO 的历次判断
Ticker Symbol: YOU 在这只股票上共 2 条判断，这里只列相邻的几条。