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Broadcom thumbs nose at mighty Nvidia
博通如何挑战强大的英伟达?

The two companies may be fellow passengers on the AI hype train, but they occupy different carriages
这两家公司可能同乘在人工智能炒作的列车上,但它们位于不同的车厢。

As far as the stock market goes, the universal obsession with artificial intelligence has mostly centred on Nvidia. It is not surprising: the market capitalisation of the AI boom’s signature chipmaker has more than quadrupled in two years to $2.7tn. But in the past year, a dollar would have been better invested in its smaller, less well-known rival: Broadcom.

就股票市场而言,对人工智能的普遍痴迷主要集中在英伟达(Nvidia)身上。这并不奇怪:这家人工智能热潮中的标志性芯片制造商的市值在两年内翻了两番多,达到270亿美元。但在过去的一年里,如果把一美元投资在其规模较小、知名度较低的竞争对手博通(Broadcom)身上,效果会更好。

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