$AVGO · Meet Kevin · 2026-11-03
Broadcom 在当前水平很便宜——63 时便宜，且比 AMD 更便宜——说话者非常看好，理由是其在 ASIC 设计上的经验以及为 OpenAI Jalapeno 所做的九个月工作。
逐段跳播
OpenAI 说，用 OpenAI 最先进的模型，与 Broadcom 合作开发 Jalapeno 只花了九个月。是的，Broadcom 是非常有经验的，呃，ASIC 设计商，而且他们，我认为他们做得很好。
我真的认为他们现在很便宜。非常看好。非常看好。呃，我得说，他们比 AMD 便宜得多。
OpenAI said it took just nine months to develop Jalapeno with Broadcom using OpenAI's most advanced models. Yeah, Broadcom is a very experienced uh ASIC designer and and they they I think they do great work.
I honestly think they're a bargain right now. Big fan. Big fan. Uh they're much more of a bargain, I will say, than AMD.
所有这些玩意儿都会跑在 AMD 芯片、Nvidia 芯片、Apple 电脑上，跑在由 Marll 和 Broadcom 这类公司设计的 AS6 上。
All this crap is going to get run on AMD chips, on Nvidia chips, on Apple computers, on AS6 that are manu uh that are designed by companies like Marll and Broadcom.
Broadcom 在 63 的位置很便宜。
Broadcom is a bargain at a 63.
相反，往 Marll 放一点，往 Broadcom 放一点，往 AMD 放一点，往 Apple 放一点，往 Nvidia 放一点。再放一点 Microsoft 进去。我不喜欢 Google，所以我不碰它们。
我不介意放一点 Amazon，一点 SpaceX 和 Tesla，你知道，对我来说，那是一个随着时间推移会变得美味、血腥、辉煌的篮子。
Instead, put a little bit into Marll, a little into Broadcom, a little into AMD, a little Apple, a little Nvidia. Get a little Microsoft in there. I don't like Google, so I'm not touching them.
I don't mind a little Amazon, a little SpaceX and Tesla, you know, to me that's a bucket that's going to be deliciously gory glorious over over time.
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