AI semiconductor revenue reached $16.7 billion, while management expects $115 billion in FY2027 and $230 billion by FY2028. Broadcom captures custom accelerators, Ethernet, optics, and connectivity, expanding its economics beyond simply supplying hyperscalers with AI chips. AVGO has $126.8 billion of purchase commitments concentrated in FY2027 and FY2028, supporting management's aggressive AI supply ramp.
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