《98% of Investors Miss The REAL AI Winners (My Full Map)》
博通的AI收入正快速增长（同比增长221%），并给出了强劲的业绩指引（目标1150亿美元），尽管其基数小于英伟达。
Nvidia 和 Broadcom 刚刚公布了财报，看来实际的人工智能支出有望大幅增加。谁会在 Nvidia 的 GPU 与 Broadcom 的定制芯片之间的大战中胜出，以及因此我会买入哪些股票。
Nvidia and Broadcom have just announced their earnings, and it appears that actual spending on artificial intelligence is on track to be much larger. who wins the great battle between Nvidia's GPUs and Broadcom's custom chips, and, of course, the stocks I buy as a result.
Nvidia 和 Broadcom 刚刚取得了有史以来最好的财报业绩。Broadcom 也录得了创纪录的收入，达到 296 亿美元，同比增长 86%。
Nvidia and Broadcom have just achieved their best-ever earnings results . Broadcom also recorded record revenues. $29.6 billion, an increase of 86% from last year.