Hock Tan 称 730 亿美元 AI 积压订单是不断变动的目标，预计还会增长，但不愿给出精确的全年 AI 收入指引。
他称积压订单是“一个不断变动的目标”。他说新订单仍在不断到来，预计该数字还会增长，但拒绝给出精确的 2026 财年全年 AI 收入指引。原文 (en)
He called the backlog "a moving target." Fresh orders were still arriving, he said, and he expected the figure to grow, while declining to give precise full-year fiscal 2026 AI revenue guidance.
陈福阳称博通2027财年AI半导体收入目标约1150亿美元、2028财年约2300亿美元，客户需求更高，但先进硅片、基板和HBM存在行业性供应瓶颈。
在财报电话会上，博通CEO陈福阳表示，公司目标是2027财年AI半导体收入约1150亿美元、2028财年约2300亿美元。他称客户需求超过这一展望，同时指出行业在先进制程硅片、基板和高带宽内存（HBM）方面存在交付瓶颈。原文 (en)
On an earnings call, Broadcom Chief Executive Hock Tan stated that the company targets AI semiconductor revenue of about $115 billion for fiscal 2027 and $230 billion for fiscal 2028. Tan said customer demand exceeds that outlook, while pointing to industrywide delivery constraints in leading-edge silicon, substrates, and high-bandwidth memory (HBM).
陈福阳表示，博通今年AI半导体收入约580亿美元，预计明年大致翻倍，后年再翻倍。
这家芯片设计公司表示，预计今年AI半导体收入将达到580亿美元，CEO陈福阳称明年应会大致翻倍，再下一年再翻倍。原文 (en)
The chip designer has said it expects AI semiconductor revenue to generate $58 billion this year, which CEO Hock Tan has said should be expected to roughly double next year and double again the year after that.
陈福阳称与博通共同开发的 OpenAI Jalapeño 加速器只是多代路线图的开端。
只是多代产品路线图的开端。原文 (en)
just the beginning of a multi-generation roadmap.
陈福阳向分析师表示，Broadcom 正在设立融资池，帮助 Anthropic 和 OpenAI 部署高性能模型。
文章转述称，Broadcom 正在设立融资池，帮助 Anthropic 和 OpenAI 部署高性能模型，该公司 CEO 陈福阳今年早些时候向分析师这样表示。原文 (en)
Broadcom , which helps Google develop chips for AI labs, is creating financing pools to help Anthropic and OpenAI deploy high-performance models, CEO Hock Tan told analysts earlier this year.
陈福阳称这笔630亿美元融资表明AI算力扩张有资金支持，博通有能力推动其落地。
博通首席执行官陈福阳表示，这笔交易表明有资金可用于支持AI算力扩张，而博通已做好准备推动这一进程。原文 (en)
Broadcom Chief Executive Hock Tan said the transaction showed that capital was available to finance the expansion of AI compute and that Broadcom was positioned to enable it.