博通公司 - TPU 影响力提升，每股收益增长动力增强，目标价升至 460 美元

Rising TPU leverage, rising EPS power, PO now $460 Reiterate Rating: BUY | PO: 460.00 USD | Price: 402.96 USD Broadcom Inc Rising TPU leverage internally and externally, reiterate Buy Following the successful launch of Gemini 3 trained 100% on the TPU and potential future rent-out of TPUs to external Google customers, we examine the competitive landscape of the latest TPUv7 vs. the latest NVDA Blackwell Ultra, as well as publish our latest TPU breakout model by units, ASPs, and generations. Overall, we view ...