Broadcom logged higher revenue in its latest quarter as demand for its artificial-intelligence chips accelerates, a trend the company sees continuing in the current quarter.

博通（Broadcom）在最近一个季度的营收实现增长，原因是市场对其人工智能芯片的需求加速上升，该公司认为这一趋势将在本季度延续。

However, the semiconductor and software maker's shares slid 12% to $419.70 in after-hours trading, as the report and guidance failed to live up to expectations among some investors. Through market close, the stock had climbed 38% year to date.

然而，这家半导体及软件制造商的股价在盘后交易中下跌12%，至419.70美元，原因是财报及业绩指引未能达到部分投资者的预期。 截至当日收盘，该股今年以来已累计上涨38%。

Broadcom, which helps hyperscalers such as Google, OpenAI and Meta to design custom AI accelerator chips, said revenue jumped 48% in the second quarter. Chief Executive Hock Tan said the growth was driven by semiconductor revenue from AI, which more than doubled to $10.8 billion because of increasing demand for custom AI accelerators and AI networking.

博通帮助谷歌、OpenAI和Meta等超大规模企业设计定制化人工智能加速器芯片。该公司表示，其第二季度营收跃升48%。 首席执行官陈福阳表示，这一增长得益于人工智能领域的半导体收入，由于对定制人工智能加速器和人工智能网络的需求不断增加，该收入增长逾一倍，达到108亿美元。

Tan said momentum has continued into the current quarter, forecasting AI semiconductor revenue will more than triple from the year-ago period to $16 billion. Still, the company left its prior outlook for 2027 unchanged, with guidance for AI semiconductor revenue of more than $100 billion.

陈福阳表示，这一增长势头已延续至本季度，并预测人工智能半导体收入将比去年同期增长两倍以上，达到160亿美元。 不过，该公司维持了此前对2027年的展望，预计人工智能半导体收入将超过1000亿美元。

Tan said the company expects its AI semiconductor revenue growth to continue given trends with its six core customers. The company recently entered a long-term agreement with Google, one of its major customers, to develop and supply multiple generations of TPU chips and AI networking.

陈福阳称，鉴于其六家核心客户的发展趋势，公司预计其人工智能半导体收入将持续增长。 该公司近期与其主要客户之一谷歌签订了一项长期协议，将为其开发并供应多代TPU芯片及人工智能网络产品。

"It's a very, very strong agreement," Tan said during a call with analysts. "It's a commitment that is very substantial in dollars," he said, while adding that the company expects Google will likely source from a variety of partners given the growth of consumption of AI compute and development.

陈福阳在与分析师的电话会议中表示：“这是一项非常、非常牢固的协议。” 他补充说，“这是一项金额非常可观的承诺”，同时他也预计，鉴于人工智能计算消耗及发展的增长，谷歌可能会从多个合作伙伴处采购。

Broadcom's second-quarter profit came in at $9.31 billion, or $1.91 a share, compared with $4.97 billion, or $1.03 a share, a year earlier.

博通第二季度盈利为93.1亿美元，合每股收益1.91美元，而去年同期为49.7亿美元，合每股收益1.03美元。

Adjusted earnings per share were $2.44, compared with estimates of $2.40 a share, according to analysts polled by FactSet.

根据FactSet调查的分析师数据，调整后每股收益为2.44美元，而预期为2.40美元。

Revenue climbed to $22.19 billion, compared with analyst estimates of $22.13 billion.

营收攀升至221.9亿美元，而分析师预期为221.3亿美元。

For the current third quarter, Broadcom forecasts overall revenue of $29.4 billion, compared with analysts' projection of $28.25 billion.

对于当前第三季度，博通预计整体营收为294亿美元，而分析师预期为282.5亿美元。