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將利用微軟、Alphabet、Meta的人工智能投資：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.
摩根大通分析師哈蘭·蘇爾對雲和超大規模數據中心基礎設施支出的當前趨勢提供了重要的見解。週日，他強調了對人工智能和加速計算的越來越多的關注。
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.
這一趨勢得到了微軟公司（納斯達克股票代碼：MSFT）、Alphabet Inc（納斯達克股票代碼：GOOG）（納斯達克股票代碼：GOOG）和Meta Platforms Inc（納斯達克股票代碼：META）等主要參與者的見解的支持，表明人工智能基礎設施建設的多年支出週期將保持強勁。
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...
根據他們最新的收益報告，這些公司將投資引向GPU、定製人工智能...
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