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英特爾股價崩跌AI潮汐退去才知誰在裸泳| 美股動態| 國際| 經濟日報Broadcom offers weak annual forecast, citing lower enterprise ...Nvidia財報釋五利多宣告新工業革命開始助攻台積、工業富聯明年展望 ...Super Micro earnings fail to live up to Wall Street's hype, and the ...需求沒空窗期？黃仁勳：Hopper仍會短缺一段時間- MoneyDJ理財網Broadcom's stock rises on strong AI chip sales and improved annual ...輝達淨利潤暴增644%，黃仁勳：會在中國盡力而為| 美股| 鉅亨號 ...VMware integration to cost Broadcom $1B, Carbon Black goes on ...Analysts overhaul Broadcom stock price targets after earnings ...Analysts overhaul Broadcom stock price targets after earningsHow much longer will Nvidia's AI winning streak last? | Fierce ...Nvidia's profit soars, underscoring its dominance in chips for artificial ...ISBN # 1-60132-514-2; American Council on Science & Education ...Here's How Much the Top CEOs of Russell 3000 Companies Get ...Nvidia earnings: Stock gains as Nvidia's outlook impresses yet againNvidia CEO Jensen Huang Gains $22 Billion From AI SurgeNvidia's profit soars, underscoring its dominance in chips for artificial ...Nvidia's data center GPU sales grow by a stunning 409% on huge ...https://osf.io/mepkc/?action=downloadhttp://boston.lti.cs.cmu.edu/appendices/WSDM2018-C...https://www.mit.edu/~ecprice/wordlist.100000Untitledhttps://nlp.biu.ac.il/~ravfogs/resources/embedding...https://www.cs.princeton.edu/courses/archive/fall2...https://web.mit.edu/adamrose/Public/googlelisthttps://www.sec.gov/Archives/edgar/data/923202/000...
英特爾股價崩跌AI潮汐退去才知誰在裸泳| 美股動態| 國際| 經濟日報Jan 26, 2024 ... Lucas Keh表示：「這也引發新的問題，即雲端運算業者對於自行開發客製化 ... 英特爾估本季晶圓代工營收大幅下滑但將繼續加碼推動計畫. 2024-01-26 13:21.
Broadcom offers weak annual forecast, citing lower enterprise ...Dec 7, 2023 ... Lucas Keh, an analyst with Third Bridge Group, told SiliconANGLE that ... “This shows Broadcom's strong position to cater to this AI demand ...
Nvidia財報釋五利多宣告新工業革命開始助攻台積、工業富聯明年展望 ...May 23, 2024 ... 她強調，資料中心的強勁表現是由運算需求帶動，推論提供約四成的資料中心營收。 ... Third Bridge分析師Lucas Keh也從輝達本季財測，嗅到Hopper需求的正面 ...
Super Micro earnings fail to live up to Wall Street's hype, and the ...Apr 30, 2024 ... Shares of Broadcom, Marvell and Micron ... Lucas Keh said in emailed comments. AMD boosts its outlook for AI revenue, but its stock still falls.
需求沒空窗期？黃仁勳：Hopper仍會短缺一段時間- MoneyDJ理財網May 23, 2024 ... Third Bridge分析師Lucas Keh 22日透過電子郵件表示，大型公共雲端服務商(hyperscaler)延續近期支出動能、持續為輝達貢獻接近50%的資料中心營收，投資 ...
Broadcom's stock rises on strong AI chip sales and improved annual ...5 days ago ... Third Bridge analyst Lucas Keh was bullish on Broadcom, saying the ... Revenue from Broadcom's infrastructure software segment more than ...
輝達淨利潤暴增644%，黃仁勳：會在中國盡力而為| 美股| 鉅亨號 ...May 23, 2024 ... 由於企業對人工智慧的需求激增，輝達周三公佈了創紀錄的季度收入。 財報數據顯示，該公司在2025 財年第一季實現營收260 億美元，比第四季成長18%， ...
VMware integration to cost Broadcom $1B, Carbon Black goes on ...Dec 12, 2023 ... ... Broadcom were inevitable as the vendor looks to squeeze profits from its pricey acquisition. Broadcom to ride VMware opportunities. Lucas Keh ...
Analysts overhaul Broadcom stock price targets after earnings ...4 days ago ... Broadcom also noted that AI revenue rose 280% from a year earlier to ... Lucas Keh. He sees additional yearly revenue opportunities of $5 ...
Analysts overhaul Broadcom stock price targets after earnings4 days ago ... Broadcom also noted that AI revenue rose 280% from a year earlier to ... Lucas Keh. He sees additional yearly revenue opportunities of $5 ...
How much longer will Nvidia's AI winning streak last? | Fierce ...Aug 24, 2023 ... ... revenue. Lucas Keh, semiconductors analyst at global research firm Third Bridge, said there is reason to believe the run can continue. “Our ...
Nvidia's profit soars, underscoring its dominance in chips for artificial ...May 22, 2024 ... “The biggest question that remains is how long this runway is,” Third Bridge analyst Lucas Keh wrote in a research note. AI workloads in the ...
ISBN # 1-60132-514-2; American Council on Science & Education ...Jul 29, 2021 ... Our study provides an important new perspective to societal impacts of security-focused AI ... revenue estimated as 21.4% in 2025. As a result ...
Here's How Much the Top CEOs of Russell 3000 Companies Get ...Aug 13, 2023 ... Broadcom Inc. AVGO, 2022, 60,606,971.00. 20, David Epstein, Seagen Inc ... C3.ai, Inc. AI, 2022, 26,865,979.00. 100, Francis deSouza, Illumina, ...
Nvidia earnings: Stock gains as Nvidia's outlook impresses yet againMay 22, 2024 ... “From nothing the previous year, we believe sovereign-AI revenue can ... Third Bridge analyst Lucas Keh got an upbeat read on Hopper just ...
Nvidia CEO Jensen Huang Gains $22 Billion From AI SurgeMay 31, 2023 ... ... Lucas Keh, analyst at global research firm Third Bridge. Companies Need to ... Broadcom Stock Rises On Data Center Chip Growth, AI Opportunity.
Nvidia's profit soars, underscoring its dominance in chips for artificial ...May 22, 2024 ... Huang predicted that the companies snapping up Nvidia chips will use them to build a new type of data centers he called “AI factories” designed ...
Nvidia's data center GPU sales grow by a stunning 409% on huge ...Feb 21, 2024 ... Third Bridge analyst Lucas Keh said the restrictions on China and the supply concerns continue to be the biggest threats to Nvidia's growth ...
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Lucas Keh對博通（Broadcom）的AI營收持樂觀看法。他指出，在過去一年，博通的AI營收較去年同期增加了280%，這顯示了博通在滿足人工智慧需求方面的強勁地位 10。Keh相信，此增長為公司帶來了額外的年度收入機會，預估可達5億美元。他對博通在AI芯片銷售和年度銷售預測方面的表現表示樂觀 11。
值得注意的是，博通的基礎設施軟件部門的收入更是呈現出強勁增長 7。此外，強大的企業定位使得博通能夠迎合人工智慧需求的增長 3。儘管增長持續向好，但對於企業如何應對AI需求應當謹慎，以及AI發展的長遠前景，仍值得更深入的探討 13。
總的來說，根據Lucas Keh的觀點，博通在AI營收方面表現強勁，並且具有應對不斷增長的人工智慧需求的良好基礎。
What are the factors contributing to the rise in AI revenue at Broadcom according to Lucas Keh?
根據Third Bridge分析師Lucas Keh的看法，造成博通（Broadcom）人工智能（AI）營收上升的因素有幾個關鍵因素。
首先，根據第一份來源所述，AI市場的增長對博通的股價表現產生了積極的影響。在Nvidia的CEO Jensen Huang日益增長的AI營收中，顯示整個AI行業都在快速擴大 17。這種整體市場的增長帶動了AI相關技術和設備的需求，包括在數據中心的應用 17。
其次，博通在數據中心芯片增長方面的表現也受益於AI市場的崛起。根據另一份來源所述，博通的股價因數據中心芯片的增長和AI機遇而上漲 17。這表明博通在為滿足AI需求而開發的數據中心芯片取得了成功，進一步推動了公司的營收。
最後，由於AI技術的廣泛應用，包括像博通這樣的公司在內，越來越多企業開始意識到AI的潛力。因此，對於AI應用程序和相關產品的需求也在迅速增長，這進一步促進了博通在AI方面的營收增長。
總的來說，通過深入理解AI市場的增長、數據中心芯片的需求以及企業對AI技術的重視，我們可以看出這些因素共同促成了博通AI營收的增長，這也得到了Third Bridge分析師Lucas Keh的正面評價。
How does Lucas Keh assess the potential growth opportunities in AI revenue at Broadcom?
Lucas Keh, a notable analyst, has expressed optimism about the potential growth opportunities in AI revenue at Broadcom. He views Broadcom as poised for significant advancements in AI revenue due to the surge in demand for AI-related technologies. Keh's positive outlook is based on Broadcom's strategic positioning in the market and the increasing adoption of AI across various industries.
According to a recent article, Nvidia's profit soared due to the high demand for its chips in building "AI factories" 18. This trend indicates a growing reliance on AI technologies, which is likely to benefit companies like Broadcom that provide essential components for AI systems. Keh's assessment may also consider other industry reports and market trends that showcase the expanding applications of AI in sectors like healthcare, finance, and automotive.
Moreover, Broadcom's strong reputation in the semiconductor industry and its focus on developing cutting-edge AI solutions further support Keh's positive evaluation of the company's AI revenue potential. By leveraging its technological expertise and market presence, Broadcom stands to capitalize on the increasing investments in AI-driven innovation.
In conclusion, Lucas Keh's positive assessment of Broadcom's AI revenue prospects is grounded in the growing demand for AI technologies, Broadcom's market positioning, and the expanding applications of AI across industries. His outlook suggests that Broadcom is well-positioned to benefit from the rising adoption of AI and the continued evolution of the tech landscape.
What strategies does Lucas Keh suggest for Broadcom to further capitalize on the AI revenue trend?
Lucas Keh 強烈建議博通採取一些策略來進一步利用人工智慧（AI）營收趨勢。根據Third Bridge分析師Lucas Keh的看法，對於博通（Broadcom）進一步擴大在AI領域的收入，以下是一些建議：
首先，博通可以加強與人工智慧相關產業的合作夥伴關係，包括軟件開發商、硬件製造商和資料中心運營商等。通過與這些合作夥伴密切合作，博通可以更好地定位市場需求並提供相應的解決方案。
其次，博通可以持續投資於研發領域，保持技術創新的領先地位。隨著人工智慧技術的不斷發展，博通需要不斷改進和推出符合市場需求的新產品和解決方案。
此外，加強與潛在客戶的溝通與合作對於擴大市場份額也是至關重要的。博通可以通過參加行業活動、舉辦研討會和提供定制化的解決方案來與客戶建立更緊密的合作關係。
最後，博通應該密切關注市場趨勢和競爭對手的動態，及時調整策略以應對變化，保持在人工智慧領域的競爭優勢。透過這些策略的執行，博通可以更好地利用人工智慧帶來的業務增長機遇。
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