Broadcom: $10B in AI Revenue This Year Plus Software is Rapidly Accelerating

Broadcom is firing on all cylinders and this earnings report cemented the company as number two in terms of AI revenue. It’s not only the AI revenue that sets Broadcom apart, but also its developing software strategy with VMWare. The headline numbers don’t help to translate underlying AI strength as Broadcom reiterated its full year guidance yet raised AI revenue. This is because some of Broadcom’s segments are coming in lower than expected, while AI is coming in higher than previously guided.

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