AlphaSense @AlphaSenseInc · 02 Sep 2026
$AVGO CEO Hock Tan is confident they will ship $350 billion of AI semiconductors combined across fiscal 2027 ($115 billion) and fiscal 2028 ($230 billion) to these customers, regardless of exactly how many gigawatts get fully deployed. He also notes their XPUs perform as well or https://t.co/oIL7BajCra
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