$Broadcom(AVGO)$ Anthropic is expected to become Broadcom's largest compute customer in 2027. Broadcom projects AI semiconductor revenue of about $115 billion in fiscal 2027 and $230 billion in fiscal 2028.
I'm long AVGO.
$Broadcom(AVGO)$ Anthropic is expected to become Broadcom's largest compute customer in 2027. Broadcom projects AI semiconductor revenue of about $115 billion in fiscal 2027 and $230 billion in fiscal 2028.
I'm long AVGO.
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