🚀 $AVGO - Q3 AI semiconductor revenue of $16.7B, up 221% YoY and 54% QoQ
Why the ASIC story is the whole story now for $AVGO ??
🚨AI semis are now 56% of total revenue. 2 years ago Broadcom was a networking and-software company with an AI pivot. That framing is changed upside. h