<p><strong>博通公司</strong> 的首席执行官 <strong>谭浩克</strong> 正在加大对以太网作为人工智能时代默认互连方式的投入，表示公司的网络架构对于大规模训练大型语言模型至关重要。</p>
<p><em>AVGO 股票正在测试新高。请在此跟踪最新动态。</em></p>
<h2>‘网络就是计算机’</h2>
<p>在公司周四的第三季度财报电话会议上，谭浩克宣称：“网络就是计算机”，并阐述了公司的人工智能基础设施路线图，涵盖了机架内扩展、机架间扩展以及数据中心间扩展。</p>
<p>谭浩克强调，传统架构难以跟上不断发展的人工智能需求，并指出 “客户在扩展到超过 100,000 个计算节点的集群时面临挑战。”</p>
<p>他随后将博通最近推出的以太网解决方案，如 Tomahawk 6 和 Jericho 4，框定为在大规模人工智能集群中实现高带宽、低延迟连接的关键推动者。</p>
<p>他将博通的开放以太网方法与 NVLink 和 UA Link 等专有协议进行了对比，表示 “没有必要去创造一些自制的协议”，强调其开放方法优于竞争对手开创的封闭协议。</p>
<p>谭浩克建议，随着越来越多的客户构建自己的定制人工智能加速器，以太网将变得越来越主导。他表示：“我们正在公开支持以太网作为首选网络协议……对于 XPUs 来说，肯定都是以太网。”</p>
<h2>盈利超出预期，增长加速</h2>
<p>博通于周四发布了第三季度业绩，报告收入为 159.5 亿美元，同比增长 22%，超出市场普遍预期的 158.3 亿美元。这家半导体公司报告每股盈利 1.69 美元，再次超出分析师预期的 1.65 美元。</p>
<p>该公司在本季度的表现主要得益于其定制人工智能加速器的持续强劲表现，以及其网络和 VMware 业务部门。</p>
<p>周四，股价上涨 1.23%，收于 306.10 美元，财报发布后，盘前上涨 7.30%。根据 <strong>Benzinga 的边缘股票排名</strong>，该股票在动量和质量方面得分较高，短期、中期和长期的价格趋势均较为有利。点击此处获取有关该股票、其同行和竞争对手的更深入见解。</p>
<ul>
<li><strong>OpenAI 与博通达成 100 亿美元协议，量产首款专有人工智能芯片：报道</strong></li>
</ul>
<p><em>图片来源：Ken Wolter via Shutterstock</em></p>

博通

<p>博通首席执行官霍克·谭在公司第三季度财报电话会议上强调了以太网作为人工智能基础的重要性，表示 “网络就是计算机”。他指出需要强大的网络解决方案来支持大规模的人工智能操作，并将博通的开放以太网方法与专有协议进行了对比。公司报告的收入为 159.5 亿美元，超出预期，每股利润为 1.69 美元。公告发布后，AVGO 股票上涨了 1.23%，反映出股市的强劲势头</p>

<p><strong>Broadcom Inc.’s</strong> AVGO CEO, <strong>Hock Tan</strong>, is doubling down on Ethernet as the default interconnect for the AI era, saying the company's networking architecture is essential for training large language models at scale.</p>
<div class="lb-trans"><p><strong>博通公司</strong> 的首席执行官 <strong>谭浩克</strong> 正在加大对以太网作为人工智能时代默认互连方式的投入，表示公司的网络架构对于大规模训练大型语言模型至关重要。</p>
</div><p><em>AVGO shares are testing new highs. Track the latest developments here.</em></p>
<div class="lb-trans"><p><em>AVGO 股票正在测试新高。请在此跟踪最新动态。</em></p>
</div><h2>‘The Network Is The Computer’</h2>
<div class="lb-trans"><h2>‘网络就是计算机’</h2>
</div><p>During the company’s third-quarter earnings call on Thursday, Tan declared, “The network is the computer,” as he laid out the company’s AI infrastructure roadmap, spanning intra-rack scale-up, rack-to-rack scale-out, and data center-to-data center scale-across.</p>
<div class="lb-trans"><p>在公司周四的第三季度财报电话会议上，谭浩克宣称：“网络就是计算机”，并阐述了公司的人工智能基础设施路线图，涵盖了机架内扩展、机架间扩展以及数据中心间扩展。</p>
</div><p>Tan emphasized that traditional architectures are struggling to keep up with evolving AI demands, noting that “customers are facing challenges as they scale to clusters beyond 100,000 compute nodes.”</p>
<div class="lb-trans"><p>谭浩克强调，传统架构难以跟上不断发展的人工智能需求，并指出 “客户在扩展到超过 100,000 个计算节点的集群时面临挑战。”</p>
</div><p>He then framed Broadcom's recently launched Ethernet solutions, such as the Tomahawk 6 and Jericho 4, as critical enablers of high-bandwidth, low-latency connectivity across massive AI clusters.</p>
<div class="lb-trans"><p>他随后将博通最近推出的以太网解决方案，如 Tomahawk 6 和 Jericho 4，框定为在大规模人工智能集群中实现高带宽、低延迟连接的关键推动者。</p>
</div><p>He contrasted Broadcom's open Ethernet approach with proprietary protocols like NVLink and UA Link, saying that “there's no need to go and create some cooked-up protocols,” emphasizing that its open approach was better than the closed ones pioneered by competitors.</p>
<div class="lb-trans"><p>他将博通的开放以太网方法与 NVLink 和 UA Link 等专有协议进行了对比，表示 “没有必要去创造一些自制的协议”，强调其开放方法优于竞争对手开创的封闭协议。</p>
</div><p>Tan suggested that as more customers build their own custom AI accelerators, Ethernet will become increasingly dominant. &#34;We are openly enabling Ethernet as a networking protocol of choice… with XPUs, for sure, it's all Ethernet,” he said.</p>
<div class="lb-trans"><p>谭浩克建议，随着越来越多的客户构建自己的定制人工智能加速器，以太网将变得越来越主导。他表示：“我们正在公开支持以太网作为首选网络协议……对于 XPUs 来说，肯定都是以太网。”</p>
</div><h2>Earnings Beat Estimates As Growth Accelerates</h2>
<div class="lb-trans"><h2>盈利超出预期，增长加速</h2>
</div><p>Broadcom released its third-quarter results on Thursday, reporting $15.95 billion in revenue, up 22% year-over-year, and ahead of consensus estimates at $15.83 billion. The semiconductor company reported a profit of $1.69 per share, which was again ahead of analyst estimates at $1.65 per share.</p>
<div class="lb-trans"><p>博通于周四发布了第三季度业绩，报告收入为 159.5 亿美元，同比增长 22%，超出市场普遍预期的 158.3 亿美元。这家半导体公司报告每股盈利 1.69 美元，再次超出分析师预期的 1.65 美元。</p>
</div><p>The company’s performance during the quarter was primarily led by continued strength in its custom AI accelerators, alongside its networking and VMware segments.</p>
<div class="lb-trans"><p>该公司在本季度的表现主要得益于其定制人工智能加速器的持续强劲表现，以及其网络和 VMware 业务部门。</p>
</div><p>The stock was up 1.23% on Thursday, closing at $306.10, and is up 7.30% pre-market, following its earnings announcement. According to <strong>Benzinga’s Edge Stock Rankings</strong>, the stock scores high on Momentum and Quality, with a favorable price trend in the short, medium and long terms. Click here for deeper insights into the stock, its peers and competitors.</p>
<div class="lb-trans"><p>周四，股价上涨 1.23%，收于 306.10 美元，财报发布后，盘前上涨 7.30%。根据 <strong>Benzinga 的边缘股票排名</strong>，该股票在动量和质量方面得分较高，短期、中期和长期的价格趋势均较为有利。点击此处获取有关该股票、其同行和竞争对手的更深入见解。</p>
</div><ul>
<li><strong>OpenAI To Mass-Produce 1st Proprietary AI Chip With Broadcom, Secures $10 Billion Deal: Report</strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong>OpenAI 与博通达成 100 亿美元协议，量产首款专有人工智能芯片：报道</strong></li>
</ul>
</div><p><em>Photo courtesy: Ken Wolter via Shutterstock</em></p>
<div class="lb-trans"><p><em>图片来源：Ken Wolter via Shutterstock</em></p>
</div>

博通首席执行官黄仁勋宣布 ‘网络就是计算机’——他表示以太网是人工智能扩展的基础