Broadcom, Marvell Set To Capitalize On AI Investments From Microsoft, Alphabet, Meta: JPMorgan
Broadcom, Marvell Set To Capitalize On AI Investments From Microsoft, Alphabet, Meta: JPMorgan
博通、Marvell将利用微软、Alphabet、Meta的人工智能投资：摩根大通
JPMorgan analyst Harlan Sur has offered important insights into current trends in cloud and hyperscale datacenter infrastructure spending. On Sunday, he emphasized the increased focus on AI and accelerated computing.
摩根大通分析师哈兰·苏尔对云和超大规模数据中心基础设施支出的当前趋势提供了重要的见解。周日，他强调了对人工智能和加速计算的越来越多的关注。
This trend – as supported by insights from major players like Microsoft Corp (NASDAQ:MSFT), Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL), and Meta Platforms Inc (NASDAQ:META) – points towards a robust multi-year spending cycle for AI infrastructure build-out.
这一趋势得到了微软公司（纳斯达克股票代码：MSFT）、Alphabet Inc（纳斯达克股票代码：GOOG）（纳斯达克股票代码：GOOG）和Meta Platforms Inc（纳斯达克股票代码：META）等主要参与者的见解的支持，表明人工智能基础设施建设的多年支出周期将保持强劲。
Per their latest earnings reports, these companies are directing their investments towards GPUs, custom AI compute processors (ASICs), and networking infrastructure. This spells good news for chip manufacturers like Broadcom Inc...
根据他们最新的收益报告，这些公司将投资引向GPU、定制人工智能...
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