Broadcom's Silent AI Takeover Begins

  • Broadcom's AI semiconductor revenue hit $4.4B in Q2 FY25, up 46% YoY, and is forecasted to reach $5.1B. Ethernet-based AI networking made up 40% of AI revenue, led by Tomahawk 6's 102.4Tbps capacity and 100K+ cluster support. Total FY2024 revenue surged 44% to $51.5B, driven by AI chip growth and VMware's infrastructure software monetization.