Broadcom 3QF26
- FY27 AI $115B, (raised from >$100B); supply secured- FY28 AI doubling to $230B; supply secured; demand > supply- 3Q XPU up >3.5x y/y = 73% of AI; networking 27% (2Q was 40%, Hock had called 30% the normal share); AI networking up >2.5x y/y- 3Q AI revenue up 55% q/q and 221% y/y to $16.7B and 4Q AI revenue will grow 30% q/q to $21.7B- 4Q both XPU and AI networking to triple y/y- networking to grow just as fast as XPUs over the next few years- Content per GW $20-30B, stable across generations since power per chip rises with ASPSource: Sravan Kundojjala
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