博通与OpenAI发布定制AI芯片Jalapeño
2026-06-25 23:55:01
博通（Broadcom，AVGO）与OpenAI公布OpenAI首款定制AI芯片Jalapeño，称从设计到流片仅用9个月，并计划自2026年末起与微软等伙伴推进吉瓦级部署。 据 BeInCrypto 报道，尽管消息提振叙事，但资金流显示机构更偏好超威半导体（AMD）与美光科技（Micron，MU）：AVGO的Chaikin Money Flow为-0.006、相对SOXX强度53.6；AMD与MU的CMF分别为+0.169、+0.076。摩根大通将AVGO目标价上调至580美元，奥本海默与瑞银目标价分别为535美元、485美元。
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