Broadcom's earnings call is looking good so far.

- AI semiconductor revenue for 2027 is expected to be approximately $115 billion
- AI semiconductor revenue for 2028 is expected to double to approximately $230 billion (expected EPS of $30)
- AI revenue for fiscal year 2026 is expected to be $58 billion (previous forecast: $56 billion)
- Will supply tens of billions of dollars worth of TPUs annually for the next several years
- Anthropic is expected to deploy 5GW of TPUs in 2027
Source: Oh-seon-save
Let's just hope the Q&A session goes well ㅠ