Kwenzekeni
I-Broadcom ibike ukuthi imali engenayo ye-AI semiconductor yenyuka ngo-221% unyaka nonyaka yafinyelela ku- $ 16.7 billion kwikota yesithathu yezimali. Inkampani iqondise ama-dollar ayizigidi eziyizinkulungwane ezingama-21.7 emalini engenayo ye-AI ngekota yesine futhi yavuselela umbono wayo wesikhathi eside ukuze ilindele ama-dollar ayizigidi eziyizinkulungwane ezingama-230 emalini engenayo ye-AI chip ngonyaka wezimali ka-2028.
Ngokuvumelana ne The Motley Fool, i-Broadcom ikhiphe imali yayo yekota yesithathu ngoSepthemba 2, 2026, iveza ukuthi imali engenayo ye-AI semiconductor ifinyelele ku-$16.7 billion, okuwukunyuka okungama-221% kusukela ngonyaka odlule. I-CEO uHock Tan uthe isidingo samasheshisi we-AI wangokwezifiso kanye nokuxhumana kwenethiwekhi sisaqinile kakhulu, kanti inkampani ilindele ukuthi imali engenayo ye-AI inyukele ku-$21.7 billion kwikota yesine.
Le nkampani ibuyekeze umbono wayo wesikhathi eside wezezimali, manje iveza ukuthi imali ye-chip ye-AI izofinyelela ku-$ 230 billion ngonyaka wezimali ka-2028. Lesi sibalo sikhulu uma siqhathaniswa nesamba semali engenayo yezinyanga ezingu-12 ye-Broadcom engu-$89 billion, okugqamisa indima eyinhloko yengqalasizinda ye-AI emgudwini wokukhula wesikhathi esizayo wenkampani.
Ukukhula kwe-Broadcom kuqhutshwa indima yayo njengozakwethu wokuklama wabadlali abakhulu be-AI. Umthombo uphawula ukuthi i-Broadcom ithuthukisa i-Tensor Processing Units (TPUs) ye-Google, ama-chips angokwezifiso e-OpenAI, kanye nama-accelerator e-MTIA e-Meta. U-Tan ubonise ukuthi i-Broadcom ihlela ukuletha amashumi ezigidigidi zamadola ama-TPU ngonyaka ku-Alphabet kuphela eminyakeni ezayo.
Imininingwane yomthombo: fool.com ↗
Kungani kubalulekile
Lo mbiko uqinisekisa ukuthi i-silicon yangokwezifiso ye-AI isiba umshayeli wemali engenayo ezinkampanini ezinkulu ze-semiconductor, kanti i-Broadcom ihlinzeka ngama-hyperscaler abalulekile afana ne-Google, OpenAI, ne-Meta. Isilinganiso semali engenayo ehlongozwayo sibonisa umjikelezo osimeme, omkhulu wezindleko zemali kungqalasizinda ye-AI odlulela ngale kwalokho okulindelwe yimakethe kwamanje.
Umbiko ugcizelela ukuguquguquka embonini ye-semiconductor ku-silicon yangokwezifiso ye-AI, lapho i-Broadcom izuza khona ngokuyinhloko. Izinga lokukhula elingu-221% libonisa ukuthi isidingo sezingxenyekazi zekhompiyutha ze-AI eziyisipesheli sidlula ukuthengiswa kwe-chip yenhloso evamile, siqinisekisa ukusetshenziswa kwezimali ezinkulu ngama-hyperscaler.
Ngemali elinganiselwa ku- $230 billion yemali engenayo ye-AI ngo-2028 wezimali, i-Broadcom izibeka njengomnikezeli wengqalasizinda obalulekile wenkathi ye-AI. Leli zinga lemali engenayo kumakhasimende ambalwa abalulekile, njenge-Google kanye ne-OpenAI, liphakamisa ukuthi impumelelo yalezi zinkampani ze-AI ixhumene ngokuqondile nokusebenza kwezimali kwe-Broadcom.
I-athikili igqamisa ukuthi ngaphandle kokukhula okuqinile, inani lesitoko lihlala lincane kakhulu emalini etholwayo ka-2028 izikhathi eziyi-12, uma kuqhathaniswa nezikhathi ezingama-25 kwezinye izitoko ezihamba phambili. Lokhu kuphakamisa ukuthi imakethe kungenzeka iwabukeli phansi amandla esikhathi eside enkampani uma ukwakhiwa kwe-AI kuqhubeka njengoba bekuhlosiwe.
I-Interactive Mechanism: Indlela Esebenza Ngayo Ngempela
Hlola ubuchwepheshe obuyisisekelo ngemuva kwalokhu kuthuthukiswa ngokuhlanganyela.
Which component of an AI application is the machine-learning model itself?
Ongakubuka ngokulandelayo
Abatshalizimali kufanele baqaphe ikhono le-Broadcom lokuvikela ukunikezwa kwenkumbulo ukuze kuhlangatshezwane nesidingo, ukukhuphuka kwangempela kokuthunyelwa kwe-Ironwood TPU ku-Anthropic, nokuthi ingabe ukulinganisa kwesitoko kuyanda ukuze kufane namazinga okukhula abanye abenzi bama-chip abaholayo.
Izithiyo ze-Supply chain, ikakhulukazi ezingxenyeni zenkumbulo, zingaba nomthelela ekhonweni le-Broadcom lokuhlangabezana nemigomo yayo yemali engenayo enolaka. Abaphathi bathi bathole ukuhlinzekwa okudingekayo, kodwa ukushoda kwezingxenye kusalokhu kuyingozi ekukhuleni okulindelwe.
Irempu yangempela yokuthunyelwa kwempahla yenguqulo engu-7 ye-Ironwood TPU ukuya ku-Anthropic ngekota yesine izoba inkomba ebalulekile yokuthi i-Broadcom ingakwazi yini ukugcina umfutho wayo emakethe yangokwezifiso ye-AI.
Umzwelo olawulayo nowomphakathi mayelana nokwakhiwa kwesikhungo sedatha kanye nokusetshenziswa kwamandla ungase ube nomthelela ekusetshenzisweni kwengqalasizinda ye-AI, okungase kuthinte isidingo semikhiqizo ye-Broadcom esikhathini eside.