As suspected, rumor is BRCM could win OpenAI GPU biz

来源: 三心三意 于 2024-10-14 08:31:05 [] [旧帖] [给我悄悄话] 阅读数 : (47 bytes)

That explains its huge run up recently

所有跟帖： 

• 你说的这个BRCM是指 AVGO吗？ -black-white- ♀ 给 black-white 发送悄悄话 black-white 的博客首页 (0 bytes) () 10/14/2024 postreply 08:39:30

• Yes， Broadcom is AVGO -三心三意- ♂ 给 三心三意 发送悄悄话 (0 bytes) () 10/14/2024 postreply 08:43:42

• ok, thanks a lot -black-white- ♀ 给 black-white 发送悄悄话 black-white 的博客首页 (0 bytes) () 10/14/2024 postreply 08:46:59

• Broadcom好象没有GPU的产品线啊 -一年回国一次- ♂ 给 一年回国一次 发送悄悄话 (0 bytes) () 10/14/2024 postreply 09:05:09

• 他做custom asic. -三心三意- ♂ 给 三心三意 发送悄悄话 (0 bytes) () 10/14/2024 postreply 09:10:00

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