Broadcom和AMD看到由AI驱动的重大增长,AMD被视为更强有力的投资。
Broadcom and AMD see significant AI-driven growth, with AMD viewed as a stronger investment.
在AI市场中,半导体公司Broadcom和AMD是关键参与者。
In the AI market, semiconductor companies Broadcom and AMD are key players.
Broadcom公司销售额增长47%,达到131亿美元,部分原因是购买了VMware软件,并采取了安全的AI解决方案。
Broadcom saw a 47% sales increase to $13.1 billion, partly due to its VMware acquisition and its secure AI solutions.
AMD的重点是加速计算,吸引Meta等主要技术公司,收入增长18%,达到68亿美元。
AMD focuses on accelerated computing, attracting major tech firms like Meta, with 18% revenue growth to $6.8 billion.
尽管业绩强劲,但是由于债务减少和价格与收益比率有利,AMD被视为一种更好的投资。
Despite strong performances, AMD is seen as a better investment due to lower debt and a favorable price-to-earnings ratio.