➀ Broadcom's AI-related revenue is expected to reach $32.5 billion in the third quarter, tripling from the previous year. ➁ The company's total revenue for the second quarter was $124.87 billion, a 43% increase year-over-year. ➂ Analysts predict Broadcom's AI revenue will exceed $110 billion this year, with ASIC and networking products making up 65% and 35% respectively. ➃ Broadcom is seen as the second largest AI chip supplier globally, trailing only Nvidia, and leads in custom chip market share for 7nm, 5nm, and 3nm technologies. ➄ Citibank views Broadcom as the next hot AI stock, citing growth in new customers and the acquisition of VMware.
Related Articles
- The Bittersweet Symphony of AI Chip Companies on the Eve of IPOs4 months ago
- 国产AI芯片追赶NVIDIA的五个关键方面6 months ago
- AMD Unveils Its Most Powerful Model Chip! Five Core New Products Target AI, Flagship CPU at 100,000 Yuan, Supported by OpenAI, Microsoft, and Meta8 months ago
- Cerebras Unveils World's Fastest AI Inference Chip: 1800 Tokens/Second9 months ago
- Cerebras Unveils World's Fastest AI Inference Chip: 1800 Tokens/Second9 months ago
- Hot Chips 2024: AI Innovation and Efficiency in Data Center Chips9 months ago