Core Insights - Broadcom reported Q4 earnings with revenue of $18.02 billion, exceeding market expectations of $17.49 billion [1] - Non-GAAP EPS was approximately $1.95, also above the expected $1.87 [1] - Semiconductor revenue reached about $11.1 billion, with AI chip contributions surpassing 50% for the first time, showing a year-over-year growth of approximately 74% [1] - Infrastructure software revenue grew by about 17%, primarily driven by VMware business [1] - The company raised its Q1 FY2026 outlook, projecting revenue of approximately $19.1 billion, significantly above the market expectation of $18.27 billion [1] - AI semiconductor revenue is expected to double year-over-year to $8.2 billion, driven by strong demand for custom ASICs and high-speed networking chips [1] - CEO Hock Tan indicated that demand for AI semiconductors will continue to strengthen in the coming quarters [1] - Following the announcement, Broadcom's stock initially rose but later fell nearly 5% [1]

据CNBC报道，美国芯片巨头博通公司（Broadcom）首席执行官陈福阳（Hock Tan）周一接受媒体采访时表示，随着 人工智能（AI）技术在全球各行业的加速渗透，知识技术密集型产业对全球经济的贡献率将显著提升。他预测，目前 占全球GDP约30%的该类产业份额，未来可能增长至40%，相当于每年为全球经济新增10万亿美元的价值。 他进一步解释，AI技术通过提升生产效率、优化资源配置、催生新商业模式，将推动知识技术密集型产业的边界扩 展。例如，AI驱动的药物研发可缩短新药上市周期，降低研发成本；智能制造中的AI质检系统能提高产品合格率，减 少浪费；而生成式AI在内容创作、客户服务等领域的应用，则直接创造了新的经济产出。 作为全球最大的半导体公司之一，博通近年来持续加码AI领域。2024年，公司以690亿美元收购云计算公司VMware， 旨在构建从芯片到数据中心软件的AI基础设施全链条。陈福阳透露，博通目前约40%的研发预算投向AI相关技术，包 括定制化AI加速器、高速网络芯片等。 "AI的需求是无止境的。"陈福阳表示，"无论是训练大模型所需的万亿参数计算，还是边缘设备上的实时推理，都需要 更强大的芯片和更高效的 ...