Speaker

Mandeep Singh

8 bits across the podcasts they've appeared on

This is a company that's growing top line over 60%. And it's gonna do that at least for the next two to three years. That's very solid.

Mandeep Singh

Broadcom Slides by Most in More Than a …

They didn't raise their guidance. Everyone is saying, you already guided, you told me this ninety days back. In the last ninety days, this Anthropic contract came into the scene. Why are you not lifting your guidance more?

Mandeep Singh

Broadcom Slides by Most in More Than a …

Right now, 90 percent of incremental spend is going towards coding agent. And they didn't really call out that as being a driver of their revenue. So, the market picks these little things.

Mandeep Singh

Broadcom Slides by Most in More Than a …

Business

60% top-line growth

Broadcom Slides by Most in More Than a Year on AI Outlook M… · Jun 4, 2026

Broadcom's solid performance is backed by a 60% top-line growth trajectory, which analysts expect to persist for at least the next two to three years.

Technology

$200B contract through 2030

Broadcom Slides by Most in More Than a Year on AI Outlook M… · Jun 4, 2026

Anthropic's massive multi-year contract for Google cloud and computing services has made Google's hardware suppliers highly anticipated beneficiaries.

Business

Partnership on all Google TPUs

Broadcom Slides by Most in More Than a Year on AI Outlook M… · Jun 4, 2026

Broadcom is highly integrated into Google's custom chip design, serving as the primary hardware development partner behind Google's Tensor Processing Units.

Technology

10 GW capacity by 2027

Broadcom Slides by Most in More Than a Year on AI Outlook M… · Jun 4, 2026

Broadcom's forward roadmap targets up to 10 gigawatts of customized accelerator infrastructure by 2027 to power next-generation cloud services.

Technology

90% of incremental AI spend

Broadcom Slides by Most in More Than a Year on AI Outlook M… · Jun 4, 2026

While general artificial intelligence services continue to scale, the overwhelming majority of current incremental enterprise spend is going directly to software developer tools and coding agents.