Broadcom Gains Analyst Confidence As AI Innovations and Strategic Acquisitions Set to Propel Growth
Broadcom Gains Analyst Confidence As AI Innovations and Strategic Acquisitions Set to Propel Growth
Broadcom Inc (NASDAQ:AVGO) announced significant advancements that bolster its position in the market with a broadened range of optical interconnect solutions tailored for artificial intelligence (AI) and machine learning (ML) applications.
博通公司（纳斯达克股票代码：AVGO）宣布取得重大进展，通过为人工智能（AI）和机器学习（ML）应用量身定制的更广泛的光学互连解决方案，巩固了其在市场上的地位。
These advancements in Broadcom's cutting-edge optics technologies are designed to provide high-speed interconnects for the front-end and back-end networks of extensive generative AI compute clusters.
博通尖端光学技术的这些进步旨在为广泛的生成式 AI 计算集群的前端和后端网络提供高速互连。
The highlights of the announcement include the production release of a 200-Gbps per lane (200G/lane) electro-absorption modulated laser (EML) designed to complement next-generation GPUs and the unveiling of the industry's first 200G/lane vertical-cavity surface-emitting laser (VCSEL).
该公告的亮点包括量产版的每通道 200Gbps（200G/通道）电吸收调制激光器（EML），该激光器旨在补充下一代显卡，以及业界首款200G/通道垂直腔面发射激光器（VCSEL）的推出。
Additionally, Broadcom demonstrated a continuous wave (CW) laser characterized by high efficiency and high linearity for silicon photonics (SiPh) modulation at 200G and reported the shipment of over 20 million channels of 100G/lane high-speed optical components for use in AI/ML systems.
此外，博通还展示了一种连续波（CW）激光器，该激光器具有高效率和高线性度，可用于200G的硅光子学（SiPH）调制，并报告了超过2000万个通道的100G/Lane高速光学元件的出货情况，用于人工智能/机器学习系统。
"We expect shipments of 8x100G optical transceivers to exceed 5 million units in 2024 and first 8x200G modules delivered to customers by the end of the year," commented Dr. Vladimir Kozlov, founder and CEO of LightCounting Market Research. "Google and Nvidia will be the first adopters of 200G per lane optics for interconnecting GPUs and TPUs in AI Clusters – the hottest area of the market now."
LightCounting市场研究创始人兼首席执行官弗拉基米尔·科兹洛夫博士评论说：“我们预计，到2024年，8x100G光学收发器的出货量将超过500万个，到今年年底，首批8x200G模块将交付给客户。”“谷歌和英伟达将率先采用每通道200G光学器件，用于在人工智能集群中互连GPU和TPU，这是目前市场上最热门的领域。”
Broadcom expects $10 billion in AI chip sales in 2024.
博通预计，到2024年，人工智能芯片的销售额将达到100亿美元。
Citi analyst Christopher Danely reiterated a Buy rating on Broadcom with a price target of $1,560.
花旗分析师克里斯托弗·丹尼利重申了对博通的买入评级，目标股价为1,560美元。
The analyst held an investor meeting with Broadcom CEO Hock Tan, who stated that AI spending does not appear to be slowing down with demand growth from its AI accelerator and networking products.
该分析师与博通首席执行官霍克·陈举行了投资者会议，后者表示，随着人工智能加速器和网络产品的需求增长，人工智能支出似乎并没有放缓。
The company views the AI TAM of $400 billion as achievable and believes the growth of custom ASICs is more sustainable than the growth of GPUs, as per the analyst.
据分析师称，该公司认为4000亿美元的人工智能TAM是可以实现的，并认为定制ASIC的增长比GPU的增长更可持续。
He noted that AVGO could experience an upside from AI and the VMware acquisition (23% of fiscal 2024 sales).
他指出，AVGO可能会从人工智能和收购VMware中获得上行空间（占2024财年销售额的23％）。
Investors can gain exposure to Broadcom via Pacer Funds Pacer Data And Digital Revolution ETF (NYSE:TRFK) and Amplify ETF Trust Amplify Cybersecurity ETF (NYSE:HACK).
投资者可以通过Pacer Funds Pacer Data And Digital Revolution ETF（纽约证券交易所代码：TRFK）和Amplify ETF Trust Amplify 网络安全ETF（纽约证券交易所代码：HACK）获得博通的敞口。
Price Actions: AVGO shares traded lower by 2.39% at $1,260.49 on the last check Wednesday.
价格走势：在周三的最后一次支票中，AVGO股价下跌2.39％，至1,260.49美元。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免责声明： 该内容部分是在人工智能工具的帮助下制作的，并由Benzinga编辑审阅和发布。
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