Company saw a four-fold increase in AI connectivity revenue driven by Tomahawk and Jericho ... 3 billion in the first quarter, up from $2.7 billion in the previous quarter. Why It Matters ...

For the first quarter of fiscal 2025, AVGO expects the momentum in AI connectivity to remain strong as more hyperscalers ...

Did Broadcom's rally go too far ... It based that growth forecast on the high demand for its Jericho 3 Ethernet switches, which are designed for AI networks. There wasn't a clear trigger for ...

Broadcom stock soared after it delivered its ... It based that growth forecast on the high demand for its Jericho 3 Ethernet switches, which are designed for AI networks. There wasn't a clear ...

AI-led growth acceleration has a long runway in ... AI XPU shipments to our 3 hyperscale customers and 4x growth in AI connectivity revenue, driven by our Tomahawk and Jericho shipments globally.

It based that growth forecast on the high demand for its Jericho 3 Ethernet switches, which are designed for AI networks. Despite investors' enthusiasm for Broadcom's AI business, a broader sense ...

In fiscal 2023, Tan said that Broadcom had $3.8 billion in AI chip sales ... AI networking, driven by adoption of Tomahawk 4 and 5 and Jericho-3AI switch ASICs, represented 76 percent of total ...

Broadcom doubled its AI XPU shipments across its 3 hyperscaler customers in q4'24. The firm also realized 4x growth in AI connectivity revenue, primarily driven by Tomahawk and Jericho shipments.