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.
就股票市場(chǎng)而言，對(duì)人工智能的普遍癡迷主要集中在英偉達(dá)(Nvidia)身上。這并不奇怪：這家人工智能熱潮中的標(biāo)志性芯片制造商的市值在兩年內(nèi)翻了兩番多，達(dá)到270億美元。但在過(guò)去的一年里，如果把一美元投資在其規(guī)模較小、知名度較低的競(jìng)爭(zhēng)對(duì)手博通(Broadcom)身上，效果會(huì)更好。
您已閱讀13%（499字），剩余87%（3448字）包含更多重要信息，訂閱以繼續(xù)探索完整內(nèi)容，并享受更多專(zhuān)屬服務(wù)。