Chii chaitika
AD HOC Nhau inoshuma kuti ongororo yeFinancial Times yakawana Broadcom yakawedzera mari inosvika mabhiriyoni makumi maviri nemapfumbamwe emadhora mu-off-balance-sheet garandi yekunyora dhata-center kuvaka uye kutenga processor, kunyanya yeAnthropic uye Google. Nepo Broadcom's Q3 mari yakakwira 86% kusvika $29.6 bhiriyoni, ichifambiswa ne221% kuwedzera kwetsika AI processor yekutengesa, izvi zvikwereti zvinopikisa hazvina kunyorwa sechikwereti chakajairika. Mukuru wekambani Hock Tan akakwidza tarisiro yemari yeAI kusvika kumadhora mazana mashanu nemasere emadhora emari ya2026, asi vanoongorora vanoona kuti makumi manomwe neshanu muzana eakarongwa ekufambisa ekufambisa anoenderana nevatengi vaviri chete, OpenAI uye Anthropic.
AD HOC Nhau inotaura nezvekuferefeta kweFinancial Times kunoratidza kuti mafemu makuru etekinoroji akawedzera vimbiso dzinosvika mabhiriyoni mazana matatu emadhora gore rapfuura kunyora dhata-center kuvaka uye hunyanzvi processor kutenga. Chikamu cheBroadcom cheiyi huwandu hunosvika zviuru makumi maviri nemapfumbamwe emadhora, zvakanyanya kusungirirwa kumari machipisi emota yakavakirwa chinangwa yakamiswa neAI kutanga Anthropic yakabatana neGoogle.
Aya masara-value garandi haakodzeri sezvikwereti zvakajairika pasi pemitemo yeakaunzi yemazuva ano, zvichireva kuti anoonekwa muzvinyorwa zvepasi kwete pabalance sheet. Nekudaro, kana kushandiswa kana kuita mari kwezvivakwa zvinopihwa mari kukatadza, zvisungo izvi zvinogona kuve mutoro wemari wakananga kuBroadcom.
Pasinei nenjodzi iyi, kushanda kweBroadcom kunoramba kwakasimba. Chechitatu-kota mari yakawedzera 86% kusvika $29.6 bhiriyoni, netsika AI processor yekutengesa ichikwira 221% kusvika $16.7 bhiriyoni, iko zvino ichiverengera inopfuura hafu yebhizinesi rese rekambani. Iyo kambani ine yakashuma kumashure kwemadhora 179.2 bhiriyoni, ichipa kuoneka munzvimbo dzinouya.
Mukuru mukuru Hock Tan akasimudza nhungamiro, yakananga madhora mabhiriyoni makumi mashanu nemasere emadhora emari yeAI yegore ra2026, paine fungidziro yemadhora bhiriyoni zana negumi neshanu ye2027 uye mabhiriyoni mazana maviri nemakumi matatu emadhora muna 2028. Zvisineyi, tsime rinoratidza kuti inofungidzirwa kuti 71% yezvakarongwa XPU accelerator kutumira mune fiscal 2027 uye 2028 maodha kubva kuZZAI 2028 kubva kuZZAI uye 2028 Anthropic, ichiratidza njodzi yakakosha yevatengi.
Kwakabva mashoko: ad-hoc-news.de ↗
Nei zvichikosha
Uku kusimukira kunofumura njodzi yakakura yezvimiro muAI yezvivakwa boom uko zvikwereti zvakakura zvakavigwa mumanyoro emari kwete pamapepa emari. Kana kudiwa kweAI kuchinonoka kana kushandiswa kwezvivakwa zvine mari kugumburwa, zvivimbiso izvi zvinogona kuve zvikwereti zvakanangana, zvinogona kukanganisa kugadzikana kwemari yeBroadcom. Iko kusungirirwa kwenjodzi muvatengi vakakura vashoma kunowedzera kusadzikama uku, kupikisa kusimba kweazvino mashandisirwo eAI modhi uye kukurudzira vanoisa mari kuti vaongorore zvakare mutengo chaiwo weAI kuvaka.
Iyo opacity yeiyi off-balance-sheet garandi inogadzira premium yenjodzi kune vanoisa mari, sezvo huwandu hwakazara hwezvikwereti zvingangove zvisingaonekwe nekukurumidza mune yakajairwa mari metrics. Izvi zvinonetsa maonero ehutano hwemari hweBroadcom kunyangwe kukura kwakasimba kwepamusoro.
Kuvimba kwakakura pahuwandu hudiki hwevatengi kune ruzhinji rwezvinotakura zvinounza njodzi yezvimiro. Kana OpenAI kana Anthropic ikaderedza kushandisa kana kusangana nematambudziko emari, maonero emari yeBroadcom anogona kukanganisa zvakanyanya.
Mamiriro ezvinhu aya anoratidza maitiro akatambanudzwa muindasitiri yeAI uko kushandiswa kukuru kwemari kuri kunyorwa kuburikidza nehurongwa hwemari hwakaoma hunogona kusaratidza zvizere njodzi dziripo muhurongwa hweakaunzi hwechinyakare.
Interactive Mechanism: Iyo Inonyatsoshanda
Ongorora ari pasi tekinoroji kuseri kwekusimudzira uku uchipindirana.
What should a useful AI forecast state?
Zvekutarisa zvinotevera
Vagadziri vemari vanofanirwa kutarisisa Broadcom iri kuuya mihoro mishumo kune chero shanduko mukuti izvi vimbiso dzinoburitswa sei kana vakatanga kukanganisa kuyerera kwemari. Pamusoro pezvo, tarisa zviratidzo zvekudzikira kudiwa kubva kuOpenAI uye Anthropic, pamwe nekuongororwa kwemutemo maererano ne-off-balance-sheet mari muchikamu chetekinoroji.
Monitor muhoro wemangwana weBroadcom unodaidzira chero zvigadziriso pachimiro chezvivimbiso izvi kana shanduko mukurapwa kweaccounting.
Tarisa uone chero zviratidzo zvekunonoka kudiwa kana kuderedzwa maodha kubva kuOpenAI uye Anthropic, izvo zvinogona kukonzeresa zvikwereti.
Chengetedza hurongwa hwekuvandudza maererano ne-off-balance-sheet mari uye kuburitsa zvinodiwa zveAI zvivakwa zvekudyara.