Fireside Alpha @firesidealpha · 02 Sep 2026
Hock Tan says Broadcom has the supply secured to double AI revenue to $115 billion next year and $230 billion the year after, though demand exceeds this outlook "In 2027 we have secured the supply to again double AI revenue to approximately $115 billion." "Our demand actually https://t.co/G2PeDyZT5h
9 385Views
29Likes
6Reposts
1Replies
2Quotes
8Bookmarks
Is that a lot?
1.10×vs this author's median8 496 views is typical
50Percentile for this authorof 8 recent posts
3.41×vs 10K–100K median2 751 views is typical
51.62%Reachviews ÷ followers
0.41%Engagement rateof viewers reacted