Broadcom公司预测AI芯片收入到2027年超过100B美元, Broadcom projects AI chip revenue over $100B by 2027, driven by custom AI chips for major tech firms.

Broadcom CEO Hok Tan宣布,该公司预计其AI芯片业务到2027年将产生超过1 000亿美元的收入,其驱动力是定制的ASIC系统,用于与大型超大型汽车一起开发的AI工作量。 Broadcom CEO Hock Tan announced the company expects its AI chip business to generate over $100 billion in revenue by 2027, driven by custom ASICs for AI workloads developed with major hyperscalers. 这一预测独立于其更广泛的业务之外,标志着其收入总额与去年的680亿美元相比急剧上升。 This projection, separate from its broader business, marks a dramatic rise from its $68 billion in total revenue over the past year. 该公司确认供应链就绪状态,并着重指出了运输世界上第一批102.4 Tbps开关等里程碑,并在2026年外汇交易委员会上公布端对端的AI组合。 The company confirmed supply chain readiness and highlighted milestones like shipping the world’s first 102.4 Tbps switch and unveiling an end-to-end AI portfolio at OFC 2026. 尽管收入丰厚,P/E比率高,投资者对执行风险持谨慎态度,但分析家仍保持积极的前景,以积极回购、新的100亿美元股票回购授权和0.65美元的季度红利为例。 Despite strong earnings, a high P/E ratio, and investor caution over execution risks, analysts maintain a positive outlook, citing aggressive buybacks, a new $10 billion share repurchase authorization, and a $0.65 quarterly dividend.