$Broadcom (AVGO.US)$$Alphabet-A (GOOGL.US)$ JPMorgan: "We es...
JPMorgan: "We estimate that Google will drive $8B+ of TPU chipset revenues for Broadcom this year, up from $3.5B last year….and has a pipeline to $10B+ in CY25."
For context, $Broadcom (AVGO.US)$ is guiding for FY24 chip segment revenue to be around $30B and for total revenue of ~$50B. So $Alphabet-C (GOOG.US)$ might account for more than a quarter of their semi revenue and more than 15% of their total revenue this year.
![$Broadcom (AVGO.US)$$Alphabet-A (GOOGL.US)$ JPMorgan: "We estimate that Google will drive $8B+ of TPU chipset revenues for Broadcom this year, up from $3.5B las...](https://ussnsimg.moomoo.com/sns_client_feed/70042928/20240605/09ac4175808141be89605888de0cba5c.png/big?area=100&is_public=true)
![$Broadcom (AVGO.US)$$Alphabet-A (GOOGL.US)$ JPMorgan: "We estimate that Google will drive $8B+ of TPU chipset revenues for Broadcom this year, up from $3.5B las...](https://ussnsimg.moomoo.com/sns_client_feed/70042928/20240605/516d64d91e74445eb76d6bbe7e03ef6f.png/big?area=100&is_public=true)
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