Broadcom Q2 AI Revenue Grows Over 200%, Guidance Restricted By Supply Constraints
Broadcom shares fell despite strong Q3; analysts raised targets, citing surging AI demand. Constrained supply impacts FY27-28 outlook.
Broadcom's AI chip sales more than tripled, which is amazing, but the company can't make enough chips fast enough to meet all the orders. When a company can't supply what customers want, it hints that demand is real and strong, but also that growth might slow until they make more.
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Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.
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