博通总裁陈福阳预测，随着大模型厂商算力争夺白热化，Anthropic与OpenAI将超越谷歌，成为博通AI ASIC业务前两大核心客户。其中Anthropic预计2027至2028年成长为最大XPU定制芯片客户，OpenAI紧随其后列第二。
据台媒钜亨网援引分析报告，谷歌计划2028年部署1200万至1500万颗自研TPU v9 AI加速芯片，同期英伟达AI GPU出货约1240万颗，谷歌有望在出货量上超越。TPU是谷歌定制ASIC芯片，从不外售，此举旨在降低对英伟达算力的依赖和成本。
三星与博通达成长期深度合作，覆盖内存芯片、代工及先进封装全链条，预计到2030年合作规模突破2000亿美元，标志AI芯片进入“设计+制造”深度耦合阶段。技术核心是博通ASIC定制设计能力结合三星制造，双方将在2纳米以下制程与HBM高带宽内存领域联合攻坚。
英伟达CEO黄仁勋在行业交流会上表示，季度营收逼近千亿美元但增长仍在加速。管理层回应ASIC竞争加剧及产品路线图质疑，重申AI算力核心竞争力，并对下一代旗舰架构Rubin Ultra推迟至2028年的传闻作出澄清。
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