Post
Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
Broadcom has bet its future on AI as its other revenue segments plateau, with forecasts having AI go from 19.2% of total revenues in Q1 2024 to 81.9% in FY29. Most of that revenue, directly or by proxy (through Google), comes from OpenAI and Anthropic.
http://www.wheresyoured.at/premium-the-haters-guide-to-broadcom/
2026-09-11T14:24:48.771Z