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AI chip giants gather at Computex 2024: Will it bring new opportunities?
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Shaaaw joined discussion · Jun 5 01:59

$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)$$Alphabet-A (GOOGL.US)$ JPMorgan: "We estimate that Google will drive $8B+ of TPU chipset revenues for Broadcom this year, up from $3.5B las...
$Broadcom (AVGO.US)$$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...
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    Shaaaw
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