BRIEF-Broadcom CEO: In Q2, Bookings For AI Semiconductors Were Over $30 Billion, Against The $10.8 Billion We Shipped - Conf Call
Broadcom Limited AVGO | 0.00 |
June 3 (Reuters) - Broadcom Inc AVGO.O:
BROADCOM CEO: IN Q2, BOOKINGS FOR AI SEMICONDUCTORS WERE OVER $30 BILLION, AGAINST THE $10.8 BILLION WE SHIPPED - CONF CALL
BROADCOM CEO: FOR FY 2026, WE EXPECT TO ACHIEVE AI SEMICONDUCTOR REVENUE OF $56 BILLION
BROADCOM CEO: ENTERED INTO AN AGREEMENT TO ENABLE ANTHROPIC TO ACCESS ANOTHER 5 GW OF NEXT-GENERATION TPU-BASED COMPUTE BEGINNING IN 2027
BROADCOM CEO: META'S INITIAL ORDER FOR ONE GW, WHICH INCLUDES XPUS AND OUR NETWORKING, HAS BEEN RECEIVED AND WILL START DELIVERY IN THE SECOND HALF OF 2027
BROADCOM CEO: CREATING THE AI XPV PLATFORM WITH APOLLO AND BLACKSTONE AND OTHER INVESTORS TO DEPLOY MORE THAN 20 GW OF COMPUTE CAPACITY THROUGH 2028
BROADCOM CEO: FORECAST Q3 NON-AI SEMICONDUCTOR REVENUE TO BE ABOUT $4.5 BILLION
BROADCOM CEO: FORECAST Q3 SOFTWARE REVENUE TO BE ABOUT $8.9 BILLION
BROADCOM CEO: TO DATE, WE HAVE RECEIVED PURCHASE ORDERS TOTALING $6 BILLION
BROADCOM CEO: EXPECT MORE THAN $100 BILLION IN AI CHIP REVENUE IN 2027
BROADCOM CEO: VERY COMFORTABLE THAT WE HAVE BEEN ABLE TO SECURE SUPPLY FOR 2026 AND 2027; WORKING ON 2028 AND 2029
BROADCOM CEO: WE'RE PLANNING TO SHIP 10 GW IN 2027; EXPECT A LOT MORE GW IN 2028
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