Broadcom is heading into one of the biggest AI earnings tests of the week. 1/3 $AVGO reports FY2026 Q3 after the U.S. close on Sep. 2. Broadcom has guided for: • ~$29.4B revenue, +84% YoY • ~$16B AI semiconductor revenue, >200% YoY The bigger story: hyperscalers are accelerating their push into custom AI silicon — and Broadcom is increasingly at the center of it.
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