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Broadcom sees Q1 AI revenue growth of 65%

Expects “momentum in AI connectivity to be as strong as more hyperscalers deploy jericho3-ai.” Expects broadband to show recovery beginning in Q1. Expects AI revenue for serviceable addressable market to be in the range of $60B-$90B in FY27. Expects semiconductor revenue to grow around 10% to $8.1B in Q1. Comments taken from Q4 earnings conference call.

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