As suspected, rumor is BRCM could win OpenAI GPU biz

That explains its huge run up recently

所有跟帖: 

你說的這個BRCM是指 AVGO嗎? -black-white- 給 black-white 發送悄悄話 black-white 的博客首頁 (0 bytes) () 10/14/2024 postreply 08:39:30

Yes, Broadcom is AVGO -三心三意- 給 三心三意 發送悄悄話 (0 bytes) () 10/14/2024 postreply 08:43:42

ok, thanks a lot -black-white- 給 black-white 發送悄悄話 black-white 的博客首頁 (0 bytes) () 10/14/2024 postreply 08:46:59

Broadcom好象沒有GPU的產品線啊 -一年回國一次- 給 一年回國一次 發送悄悄話 (0 bytes) () 10/14/2024 postreply 09:05:09

他做custom asic. -三心三意- 給 三心三意 發送悄悄話 (0 bytes) () 10/14/2024 postreply 09:10:00

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