Here's How AI Is Boosting Broadcom's Prospects | AVGO Stock Analysis | AVGO Stock News | Dividends

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브로드컴의 CEO 발언을 인용해 생성형 AI 수요가 2023년부터 본격화되며 2024년까지 점진적으로 증가할 것이라고 설명. 현재 AI 지출은 주로 하이퍼스케일러에 집중되어 있고 월마트 같은 대기업(Enterprise)의 전환은 아직 시작 전이라고 봄. 이 전환이 이루어지면 브로드컴에 큰 호재가 될 것이라는 주장. 과거 수주 상황과 향후 AI 네트워크 예산 배분에 근거함.

다듬은 글

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01. hey everyone in this brief video I'm going to highlight how artificial intelligence is boosting broadcom's prospects not just in 2023 but beyond so let's get right into this brief video CEO of broadcom is talking about generative AI in this type of uh Next Generation current generation they're all using very Leading Edge Technologies and Wafers and silicone Wafers substrates packaging including memory stick so all of The Cutting Edge technology is going into this and so it's a measured ramp that's started in 2023 that will continue through 2024.

02. that's an interesting statement here and I think it underscores what's happening in generative AI is that it's really just ramping up now in 2023 and it's really going to accelerate I think throughout 2024 and perhaps longer term term this isn't going to be a you know one big boost and then that's it I think this is going to be a boost that continues to accelerate because of the effectiveness because of the implications for Enterprises consumers institutions all of the benefits it can it can offer and broadcom certainly is seeing this benefit in its order book not only through 2023 but also in 2024 so there's this there's the AI networks that it talks about and the budgets that are now allocated more and more by hyperscale towards these AI networks so more so these hyper scale networks like Google cloud like Amazon Cloud they're allocating more and more of their budgets towards these generative AI products but not necessarily and and particularly in Enterprise just yet and so what that means is yes while you know the the hyperscalers like AWS and Google cloud and and um Microsoft Azure and all that are gearing towards artificial intelligence and ramping up their capabilities there it hasn't yet completely caught on in terms of Enterprises in terms of companies like Walmart right they've just now started to realize the benefits of of these large language models but they haven't shifted towards um building out their I.T infrastructure focusing on artificial intelligence just yet it's not that shift hasn't really happened yet and when that does that can be a big that can be a big boost here so it's not necessarily an Enterprise just yet in terms of the they're still focused on the traditional workloads at least that's what uh broadcom CEO is seeing and a lot of the large amount of spending on AI today that they see is from The hyperscalers Not So Much from Enterprises just yet but in my opinion they need to catch up to that right large Enterprises like Walmart Target companies that of that kind of scale that have so much valuable data I think they need to make that shift to artificial intelligence to more effectively use that data to inform their decision making to inform what kind of inventory they buy to inform what kind of products they show their customers what kind of recommendations it's the benefits could be profound so they they are going to realize that I I think it's inevitable that they realize this and shift their spending towards that area but for now broadcom is seeing that they're not they haven't shifted that so Enterprises are still focusing a lot of their budgets on the traditional data centers and traditional workloads so they haven't shifted yet so imagine when companies like Walmart and Target and Home Depot and all those really start to shift their spending on the AI area instead of on the traditional data center so that could be provide huge implications and really big benefits to broadcom as well so there you have it just a brief video on how broadcom is benefiting from this rise of artificial intelligence the effectiveness of artificial intelligence all right but that's i