商业Broadcom瞄准超过500亿美元融资交易,为OpenAI打造定制AI芯片:WSJJames Hunt2026年10月8日 UTC 11:54更新于 UTC 11:54要点速览《华尔街日报》称,Broadcom正寻求超过500亿美元融资,为与OpenAI共研的定制AI芯片提供资金《华尔街日报》称,Apollo和Blackstone是潜在贷款方《华尔街日报》称,相关谈判仍处早期,融资金额可能变化Broadcom与OpenAI去年宣布合作,计划部署10吉瓦定制AI加速器至2029年《华尔街日报》称,Oracle正与Apollo和高盛洽谈芯片采购融资《金融时报》称,SpaceX正寻求约400亿美元融资购买英伟达芯片据报道,Broadcom正寻求超过500亿美元的融资,用于其与OpenAI共同开发的定制AI芯片。Apollo和Blackstone是潜在贷款方中的两家,《华尔街日报》周三报道称,并援引知情人士的话说,不过相关讨论仍处于早期阶段,融资金额也可能发生变化。其中一名知情人士称,这项Broadcom融资可能包括数吉瓦的OpenAI芯片产能。随着这家前沿AI实验室寻求巩固自身专用基础设施,该交易最早可能在今年年底前完成。这项潜在交易是在Broadcom与OpenAI宣布合作一年后出现的,双方计划开发和部署10吉瓦由OpenAI设计的AI加速器,并计划将这些系统持续部署至2029年。Broadcom AI Semiconductor RevenueBroadcom AI Semiconductor RevenueAs of 2026-07-01, Broadcom AI semiconductor revenue was $16.7 in the latest reported quarter.$20B$15B$10B$5B$0Q1 FY23Q2 FY24Q2 FY25Q4 FY26{"f":[360,170,40,8],"s":[["Broadcom","#ea580c"]],"p":[["2022-10-01T00:00:00.000Z","Q1 FY23",49.75,[[0,"$0.6B",145.99,null]],null],["2023-01-01T00:00:00.000Z","Q2 FY23",69.25,[[0,"$0.8B",145.32,null]],null],["2023-04-01T00:00:00.000Z","Q3 FY23",88.75,[[0,"$1B",144.65,null]],null],["2023-07-01T00:00:00.000Z","Q4 FY23",108.25,[[0,"$1.5B",142.98,null]],null],["2023-10-01T00:00:00.000Z","Q1 FY24",127.75,[[0,"$2.3B",140.3,null]],null],["2024-01-01T00:00:00.000Z","Q2 FY24",147.25,[[0,"$3.1B",137.62,null]],null],["2024-04-01T00:00:00.000Z","Q3 FY24",166.75,[[0,"$3.1B",137.62,null]],null],["2024-07-01T00:00:00.000Z","Q4 FY24",186.25,[[0,"$3.7B",135.61,null]],null],["2024-10-01T00:00:00.000Z","Q1 FY25",205.75,[[0,"$4.1B",134.26,null]],null],["2025-01-01T00:00:00.000Z","Q2 FY25",225.25,[[0,"$4.4B",133.26,null]],null],["2025-04-01T00:00:00.000Z","Q3 FY25",244.75,[[0,"$5.2B",130.58,null]],null],["2025-07-01T00:00:00.000Z","Q4 FY25",264.25,[[0,"$6.5B",126.23,null]],null],["2025-10-01T00:00:00.000Z","Q1 FY26",283.75,[[0,"$8.4B",119.86,null]],null],["2026-01-01T00:00:00.000Z","Q2 FY26",303.25,[[0,"$10.8B",111.82,null]],null],["2026-04-01T00:00:00.000Z","Q3 FY26",322.75,[[0,"$16.7B",92.06,null]],null],["2026-07-01T00:00:00.000Z","Q4 FY26",342.25,[[0,"$16.7B",92.06,null]],null]]}Broadcom: $16.7B (Q4 FY26)SOURCE: The LatentRANGEALLYTD12M3M1MOracle也在洽谈芯片融资Broadcom的潜在融资谈判正值全行业AI芯片和数据中心支出不断增长之际。《华尔街日报》周三还报道称,Oracle正与Apollo和Goldman Sachs洽谈,为大规模采购芯片提供融资。Oracle等公司此前一直为自身的基础设施建设提供资金,但随着企业债券市场接近承受极限,它们正转向华尔街投资公司寻求进一步融资。一名知情人士称,在与多家潜在融资伙伴进行讨论之际,Oracle也在努力于今年完成交易。据报道,SpaceX是另一家寻求筹集400亿美元融资、以购买Nvidia芯片用于其AI项目的公司。这家AI和火箭公司正寻求筹集约100亿美元银行贷款和300亿美元投资级债务,《金融时报》于周三报道,并援引知情人士的话说。报道中的实体OpenAIAI chipsAI fundingOracleBroadcom也提供其他语言版本相关新闻红杉资本领投机器人 AI 初创公司 Mecka 6000 万美元融资,其年化营收规模突破 1 亿美元三星预计季度营业利润将创纪录,达800亿美元,人工智能芯片热潮持续升温AI 投资机构 Disruptive 为新创投基金寻求最多 100 亿美元:WSJ关于我们The LatentThe Latent 是一家新闻媒体,致力于成为 AI 新闻、研究与数据领域的权威之声。订阅我们的简报商务合作关注 The Latent
Broadcom AI Semiconductor RevenueBroadcom AI Semiconductor RevenueAs of 2026-07-01, Broadcom AI semiconductor revenue was $16.7 in the latest reported quarter.$20B$15B$10B$5B$0Q1 FY23Q2 FY24Q2 FY25Q4 FY26{"f":[360,170,40,8],"s":[["Broadcom","#ea580c"]],"p":[["2022-10-01T00:00:00.000Z","Q1 FY23",49.75,[[0,"$0.6B",145.99,null]],null],["2023-01-01T00:00:00.000Z","Q2 FY23",69.25,[[0,"$0.8B",145.32,null]],null],["2023-04-01T00:00:00.000Z","Q3 FY23",88.75,[[0,"$1B",144.65,null]],null],["2023-07-01T00:00:00.000Z","Q4 FY23",108.25,[[0,"$1.5B",142.98,null]],null],["2023-10-01T00:00:00.000Z","Q1 FY24",127.75,[[0,"$2.3B",140.3,null]],null],["2024-01-01T00:00:00.000Z","Q2 FY24",147.25,[[0,"$3.1B",137.62,null]],null],["2024-04-01T00:00:00.000Z","Q3 FY24",166.75,[[0,"$3.1B",137.62,null]],null],["2024-07-01T00:00:00.000Z","Q4 FY24",186.25,[[0,"$3.7B",135.61,null]],null],["2024-10-01T00:00:00.000Z","Q1 FY25",205.75,[[0,"$4.1B",134.26,null]],null],["2025-01-01T00:00:00.000Z","Q2 FY25",225.25,[[0,"$4.4B",133.26,null]],null],["2025-04-01T00:00:00.000Z","Q3 FY25",244.75,[[0,"$5.2B",130.58,null]],null],["2025-07-01T00:00:00.000Z","Q4 FY25",264.25,[[0,"$6.5B",126.23,null]],null],["2025-10-01T00:00:00.000Z","Q1 FY26",283.75,[[0,"$8.4B",119.86,null]],null],["2026-01-01T00:00:00.000Z","Q2 FY26",303.25,[[0,"$10.8B",111.82,null]],null],["2026-04-01T00:00:00.000Z","Q3 FY26",322.75,[[0,"$16.7B",92.06,null]],null],["2026-07-01T00:00:00.000Z","Q4 FY26",342.25,[[0,"$16.7B",92.06,null]],null]]}Broadcom: $16.7B (Q4 FY26)SOURCE: The LatentRANGEALLYTD12M3M1M