Broadcom CEO Hock Tan 称许多 AI 投资者像在赌场,公司 AI 芯片收入已达约 680 亿美元
Broadcom CEO Hock Tan 在新加坡 DBS Asia Future Forward Conference 上表示,很多 AI 投资者并不清楚自己在投什么,预期极端,几乎像在赌场。Broadcom 自 2023 年底以来已产生约 680 亿美元 AI 半导体收入,截至 8 月 2 日的财季 AI 半导体收入同比增长两倍多至 167 亿美元。Tan 认为 OpenAI 到 9 月底约 500 亿美元的年化收入说明存在可行商业模式,但不保证盈利,因为训练支出巨大;他还称资本不足可能是 AI 行业最大的约束,并批评企业在 token 上浪费钱做实验。
ctricity shortage. There are already signs investors are questioning how much money AI infrastructure companies are asking for. Firmus, an Australian data center company backed by Nvidia, withdrew its planned IPO on Oct. 9 after weak investor demand for its marketed share prices, according to Bloomberg. That doesn’t necessarily mean demand for AI computing is weakening. Intel CEO Lip-Bu Tan, who shared the panel with Tan at the conference, said hardware could remain in short supply for another t
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