Wall St Engine @wallstengine · 02 Sep 2026
$AVGO says it has a “high degree of confidence” it will ship $350B of AI semis over the next 2Yrs, even if all 30 GW of demand isn’t deployed due to land, power and data center constraints. Every 1 GW deployed by OpenAI or Anthropic could support ~$30B in annual AI revenue https://t.co/cUB2Gmvngu
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