博通①：AI芯片巨头的真正底色，是技术公司还是并购机器？｜EP28

from 投研随身听 · host 慢研播客

博通经常被视为AI芯片巨头，但FY2025的半导体与基础软件已经成为两条几乎同等重要的利润支柱。这期从陈福阳接手安华高讲起，回看他怎样把一家半导体公司改造成并购平台，并用高通交易受阻后转向CA、690亿美元收购VMware两个故事解释他的资产选择标准。节目进一步拆开VMware迁移为何耗时、客户黏性怎样转化为利润，以及高现金流、降杠杆和再并购如何形成资本飞轮。最后进入新的变化：AI定制XPU不是买来的，客户还能够在每一代重新组织供应商。信息截止：2026-08-21。本节目不构成投资建议。

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博通①：AI芯片巨头的真正底色，是技术公司还是并购机器？｜EP28

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