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Posted by
Two Blokes Jun 8 -
Filed in
Stock
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9 views
Broadcom's AI revenue is accelerating, now over 40% growth and on track for ~$30B by FY26, driven by strong demand from hyperscalers. Recent earnings showed a surprise surge in AI networking and custom silicon sales, while XPU growth is expected to re-accelerate as key clients ramp up. Management is increasing share buybacks, enhancing shareholder value even as the stock trades near all-time highs.
