谷歌正在分散其定制芯片供应商，但博通仍是定制芯片领域唯一的王者，并握有 OpenAI 定制芯片订单。AI 泡沫并未破裂，而是经历了一次重置，这次重置利好有盈利的硬件厂商，博通便是其中之一。
逐段跳播
我认为 Google 让供应商多元化、而不是只依赖 Broadcom，是明智之举。所以我认为这只是 Google 试图让供应链多元化的又一个例子，但世界上定制芯片之王只有一个，那就是 Broadcom。
I think it was smart of Google to diversify its suppliers instead of relying solely on Broadcom. So I think this is just another example of Google's attempts to diversify its supply chain, but there is only one king of custom chips in the world, and that is Broadcom.
现在，说到 OpenAI，该公司与 Broadcom 有定制芯片协议，而我喜欢 Broadcom 的 CEO。他说话直来直去，他可能喝了一两杯。我不是在指责这个人什么，但天哪，他本周非常直白，本周早些时候说：“你父母给你 10 美元的 token。
你 10 分钟就用完了，什么也没学到。”这肯定是本周最好的金句之一。
Now, speaking of OpenAI, the company has a custom chip deal with Broadcom, and I like the CEO of Broadcom. He's saying things as they are, and he may have had a drink or two. I'm not accusing the man of anything , but my God, he was very blunt this week, saying earlier this week: " Your parents give you $10 in tokens.
You finish it in 10 minutes and you haven't learned anything." This must be one of the best quotes of the week.
他说：“这就是如今公司里正在发生的事。”我们肯定已经走出、或者正在走出每个人都想尽快花掉 token 的阶段。他们在尝试这些模型，看看它们能做什么，能在组织内完成什么样的任务和工作。
我们已经越过了那个阶段。我完全同意这一点。我认为有人草率地反应，说人工智能泡沫已经破裂。不，这只是对实际要做什么的一次重置。我相信这有利于一大批能盈利的硬件制造商，Broadcom 就是其中之一。
He says, "This is what's happening in companies today ." We have definitely moved out of, or are moving out of, the phase where everyone is trying to spend the tokens as quickly as possible.
They are trying to experiment with these models, see what they do, and what kind of tasks and work they can do within the organization. We have moved beyond that stage. I completely agree with that.
I think there is a hasty reaction that the artificial intelligence bubble has burst. No, it's just a reset of what will actually be done. I believe it benefits a wide range of profitable hardware manufacturers, and Broadcom is one of them.
这个频道对 $AVGO 的历次判断
The Investor Channel 在这只股票上共 2 条判断，这里只列相邻的几条。