{"id":630229,"date":"2025-12-13T13:37:23","date_gmt":"2025-12-13T13:37:23","guid":{"rendered":"https:\/\/www.europesays.com\/uk\/630229\/"},"modified":"2025-12-13T13:37:23","modified_gmt":"2025-12-13T13:37:23","slug":"ai-chip-revenue-set-to-double-but-margin-pressure-rattles-investors","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/uk\/630229\/","title":{"rendered":"AI Chip Revenue Set to Double, but Margin Pressure Rattles Investors"},"content":{"rendered":"<p><strong>December 12, 2025<\/strong> \u2014 Broadcom\u2019s latest earnings were strong on the surface: record quarterly revenue, a beat on profit, and guidance that topped Wall Street expectations. Yet the market reaction on Friday was unmistakably cautious. Broadcom (NASDAQ: <strong>AVGO<\/strong>) sank sharply in early trading as investors homed in on a familiar 2025 concern across the AI hardware boom: <strong>fast growth, but at what margin\u2014and how durable is demand when the bills come due?<\/strong> <a href=\"https:\/\/www.reuters.com\/business\/ai-bellwether-broadcom-shares-fall-5-day-after-results-2025-12-12\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">[1]<\/a><\/p>\n<p>What changed the tone wasn\u2019t the size of Broadcom\u2019s AI business\u2014management highlighted a surge and projected more ahead\u2014but rather the company\u2019s message that <strong>profitability could be squeezed<\/strong> as the mix shifts toward lower-margin AI products and systems. <a href=\"https:\/\/www.reuters.com\/business\/broadcom-forecasts-upbeat-quarterly-revenue-strong-ai-chip-demand-2025-12-11\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">[2]<\/a><\/p>\n<p>Broadcom\u2019s \u201cbeat-and-raise\u201d quarter\u2014then a sharp selloff<\/p>\n<p>Broadcom reported <strong>fourth-quarter revenue of $18.015 billion<\/strong>, up <strong>28%<\/strong> from a year earlier, alongside <strong>non-GAAP EPS of $1.95<\/strong> and <strong>GAAP net income of $8.518 billion<\/strong>. The company also emphasized strong cash generation, with <strong>free cash flow of $7.466 billion<\/strong> in the quarter\u2014about <strong>41% of revenue<\/strong>. <a href=\"https:\/\/www.prnewswire.com\/news-releases\/broadcom-inc-announces-fourth-quarter-and-fiscal-year-2025-financial-results-and-quarterly-dividend-302639606.html?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">[3]<\/a><\/p>\n<p>For the full fiscal year ended <strong>November 2, 2025<\/strong>, Broadcom posted <strong>$63.887 billion<\/strong> in revenue, up <strong>24%<\/strong> year over year, and said <strong>free cash flow reached $26.914 billion<\/strong>. <a href=\"https:\/\/www.prnewswire.com\/news-releases\/broadcom-inc-announces-fourth-quarter-and-fiscal-year-2025-financial-results-and-quarterly-dividend-302639606.html?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">[4]<\/a><\/p>\n<p>So why did the stock fall anyway?<\/p>\n<p>By Friday, Reuters reported Broadcom shares were down <strong>more than 11%<\/strong> at one point, while Bloomberg described losses reaching <strong>about 8%+<\/strong> after the New York open\u2014underscoring how quickly sentiment shifted from \u201cstrong quarter\u201d to \u201cstrong quarter, but\u2026\u201d <a href=\"https:\/\/www.reuters.com\/business\/ai-bellwether-broadcom-shares-fall-5-day-after-results-2025-12-12\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">[5]<\/a><\/p>\n<p>The key issue: AI momentum is real, but it\u2019s pressuring margins<\/p>\n<p>Broadcom\u2019s own guidance captured the push-and-pull investors are trying to price:<\/p>\n<ul class=\"wp-block-list\">\n<li><strong>Q1 fiscal 2026 revenue guidance:<\/strong> about <strong>$19.1 billion<\/strong>, which Broadcom said would be <strong>28%<\/strong> higher than the prior-year period <a href=\"https:\/\/www.prnewswire.com\/news-releases\/broadcom-inc-announces-fourth-quarter-and-fiscal-year-2025-financial-results-and-quarterly-dividend-302639606.html?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">[6]<\/a><\/li>\n<li><strong>AI semiconductor revenue outlook:<\/strong> Broadcom expects AI semiconductor revenue to <strong>double year over year to $8.2 billion<\/strong> in the current quarter, driven by <strong>custom AI accelerators<\/strong> and <strong>Ethernet AI switches<\/strong> <a href=\"https:\/\/www.prnewswire.com\/news-releases\/broadcom-inc-announces-fourth-quarter-and-fiscal-year-2025-financial-results-and-quarterly-dividend-302639606.html?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">[7]<\/a><\/li>\n<li><strong>Profitability warning:<\/strong> CFO Kirsten Spears said Broadcom expects <strong>first-quarter consolidated gross margin to be down ~100 basis points sequentially<\/strong>, \u201cprimarily reflecting a higher mix of AI revenue.\u201d <a href=\"https:\/\/www.reuters.com\/business\/broadcom-forecasts-upbeat-quarterly-revenue-strong-ai-chip-demand-2025-12-11\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">[8]<\/a><\/li>\n<\/ul>\n<p>This is the nuance that spooked markets on Dec. 12: Broadcom is telling investors that, at least in the near term, <strong>more AI can mean less gross margin<\/strong>, even if revenue and operating dollars rise. <a href=\"https:\/\/www.reuters.com\/business\/broadcom-forecasts-upbeat-quarterly-revenue-strong-ai-chip-demand-2025-12-11\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">[9]<\/a><\/p>\n<p>Some analysts pushed back on the idea that lower gross margin automatically means weaker overall profitability. Reuters cited Morningstar analysts arguing that the margin dilution isn\u2019t necessarily alarming because the AI chips can still be <strong>operating-margin accretive<\/strong>\u2014but that argument didn\u2019t stop the selloff on Friday. <a href=\"https:\/\/www.reuters.com\/business\/ai-bellwether-broadcom-shares-fall-5-day-after-results-2025-12-12\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">[10]<\/a><\/p>\n<p>The $73 billion backlog headline\u2014and why it didn\u2019t fully calm the market<\/p>\n<p>Broadcom\u2019s AI narrative includes a staggering demand pipeline: management pointed to an <strong>AI product backlog of $73 billion<\/strong> expected to ship over roughly the next <strong>18 months \/ six quarters<\/strong>. <a href=\"https:\/\/www.reuters.com\/business\/broadcom-forecasts-upbeat-quarterly-revenue-strong-ai-chip-demand-2025-12-11\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">[11]<\/a><\/p>\n<p>Normally, a backlog number like that is the kind of \u201csleep well at night\u201d metric investors crave. But Friday\u2019s reaction suggests the market wanted <strong>either a bigger figure, more customer breadth, or clearer longer-term guardrails<\/strong> on AI revenue and profitability.<\/p>\n<p>Two details stood out in coverage:<\/p>\n<ol class=\"wp-block-list\">\n<li><strong>Customer concentration:<\/strong> Reuters reported investor focus on the fact that the backlog is largely tied to <strong>just five customers<\/strong>, amplifying worries that a spending pause by any one hyperscaler could ripple quickly through near-term results. <a href=\"https:\/\/www.reuters.com\/business\/broadcom-forecasts-upbeat-quarterly-revenue-strong-ai-chip-demand-2025-12-11\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">[12]<\/a><\/li>\n<li><strong>\u201cMinimum\u201d clarification:<\/strong> Bloomberg reported CEO Hock Tan described the $73 billion figure as a <strong>\u201cminimum,\u201d<\/strong> implying more orders could land\u2014but the need to clarify itself signaled how high expectations have become for AI-exposed chipmakers. <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2025-12-11\/broadcom-gives-upbeat-forecast-after-ai-deals-fuel-growth?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">[13]<\/a><\/li>\n<\/ol>\n<p>Reuters also highlighted how deeply Broadcom is embedded in custom AI silicon efforts and noted the company has secured massive contracts\u2014including <strong>$21 billion from Anthropic in the past two quarters<\/strong> tied to Google\u2019s custom AI chips, according to the report. <a href=\"https:\/\/www.reuters.com\/business\/ai-bellwether-broadcom-shares-fall-5-day-after-results-2025-12-12\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">[14]<\/a><\/p>\n<p>Broadcom\u2019s AI position: custom accelerators + networking, not just \u201canother GPU story\u201d<\/p>\n<p>Broadcom has increasingly been framed as an AI \u201cbellwether\u201d because it plays in two areas that scale with data-center AI buildouts:<\/p>\n<ul class=\"wp-block-list\">\n<li><strong>Custom AI accelerators (ASICs)<\/strong> designed with hyperscalers as alternatives to general-purpose GPUs <a href=\"https:\/\/www.reuters.com\/business\/broadcom-forecasts-upbeat-quarterly-revenue-strong-ai-chip-demand-2025-12-11\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">[15]<\/a><\/li>\n<li><strong>Data-center connectivity<\/strong>\u2014notably Ethernet switching used inside AI clusters <a href=\"https:\/\/www.prnewswire.com\/news-releases\/broadcom-inc-announces-fourth-quarter-and-fiscal-year-2025-financial-results-and-quarterly-dividend-302639606.html?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">[16]<\/a><\/li>\n<\/ul>\n<p>Reuters described Broadcom\u2019s custom chips as an alternative to Nvidia\u2019s GPUs for major cloud customers. <a href=\"https:\/\/www.reuters.com\/business\/broadcom-forecasts-upbeat-quarterly-revenue-strong-ai-chip-demand-2025-12-11\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">[17]<\/a><\/p>\n<p>The strategic bet is straightforward: as leading AI buyers seek tighter control over cost, performance, and supply, more of them may pursue <strong>proprietary accelerators<\/strong>\u2014and Broadcom wants to be the partner that designs and helps manufacture those chips at scale.<\/p>\n<p>But the same model introduces the questions markets wrestled with on Dec. 12:<\/p>\n<ul class=\"wp-block-list\">\n<li>Custom programs can require <strong>heavy up-front investment<\/strong><\/li>\n<li>Some system-level sales can carry <strong>lower gross margins<\/strong><\/li>\n<li>Manufacturing costs and foundry relationships (e.g., with contract manufacturers) can influence how much profit Broadcom ultimately captures <a href=\"https:\/\/www.reuters.com\/business\/broadcom-forecasts-upbeat-quarterly-revenue-strong-ai-chip-demand-2025-12-11\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">[18]<\/a><\/li>\n<\/ul>\n<p>The VMware factor: Broadcom isn\u2019t only a chip story\u2014and that matters for the margin debate<\/p>\n<p>Broadcom\u2019s results also reflect its two-engine structure: semiconductors plus infrastructure software.<\/p>\n<p>In Q4, Broadcom reported segment revenue of:<\/p>\n<ul class=\"wp-block-list\">\n<li><strong>$11.072 billion<\/strong> from <strong>Semiconductor solutions<\/strong><\/li>\n<li><strong>$6.943 billion<\/strong> from <strong>Infrastructure software<\/strong> <a href=\"https:\/\/www.prnewswire.com\/news-releases\/broadcom-inc-announces-fourth-quarter-and-fiscal-year-2025-financial-results-and-quarterly-dividend-302639606.html?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">[19]<\/a><\/li>\n<\/ul>\n<p>For the full year, Broadcom reported:<\/p>\n<ul class=\"wp-block-list\">\n<li><strong>$36.858 billion<\/strong> in semiconductor solutions revenue<\/li>\n<li><strong>$27.029 billion<\/strong> in infrastructure software revenue <a href=\"https:\/\/www.prnewswire.com\/news-releases\/broadcom-inc-announces-fourth-quarter-and-fiscal-year-2025-financial-results-and-quarterly-dividend-302639606.html?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">[20]<\/a><\/li>\n<\/ul>\n<p>That mix matters because investor concern isn\u2019t simply \u201cAI is lower margin.\u201d It\u2019s also the question of whether <strong>higher-margin software can offset<\/strong> a near-term gross margin dip from surging AI hardware, and whether Broadcom can keep software growth steady while AI hardware ramps even faster. <a href=\"https:\/\/www.reuters.com\/business\/broadcom-forecasts-upbeat-quarterly-revenue-strong-ai-chip-demand-2025-12-11\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">[21]<\/a><\/p>\n<p>Dividends, cash flow, and shareholder returns: Broadcom leans into \u201cquality\u201d signals<\/p>\n<p>Broadcom also tried to reinforce the \u201ccash machine\u201d narrative that has long supported its valuation.<\/p>\n<p>The company announced a <strong>10% increase<\/strong> in its quarterly dividend to <strong>$0.65 per share<\/strong>, targeting an annual dividend of <strong>$2.60<\/strong> for fiscal 2026. The dividend is payable <strong>December 31, 2025<\/strong>, to shareholders of record <strong>December 22, 2025<\/strong>. <a href=\"https:\/\/www.prnewswire.com\/news-releases\/broadcom-inc-announces-fourth-quarter-and-fiscal-year-2025-financial-results-and-quarterly-dividend-302639606.html?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">[22]<\/a><\/p>\n<p>In a market increasingly skeptical of AI spending cycles, steady and rising shareholder returns can serve as a counterweight to volatility\u2014though Friday\u2019s trading showed dividends alone can\u2019t offset concerns about the AI profit equation. <a href=\"https:\/\/www.reuters.com\/business\/ai-bellwether-broadcom-shares-fall-5-day-after-results-2025-12-12\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">[23]<\/a><\/p>\n<p>Why Broadcom\u2019s earnings hit the entire AI trade on December 12<\/p>\n<p>Broadcom didn\u2019t drop in isolation. On Dec. 12, Reuters reported the <strong>S&amp;P 500<\/strong> and <strong>Nasdaq<\/strong> slipped as Broadcom\u2019s margin commentary revived anxiety about an <strong>AI-fueled bubble<\/strong>\u2014particularly after the prior day\u2019s volatility in other AI-linked names. <a href=\"https:\/\/www.reuters.com\/business\/nasdaq-sp-500-futures-slip-broadcom-outlook-reignites-ai-bubble-fears-2025-12-12\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">[24]<\/a><\/p>\n<p>At <strong>9:47 a.m. ET<\/strong>, Reuters pegged:<\/p>\n<ul class=\"wp-block-list\">\n<li><strong>Dow<\/strong> up <strong>0.31%<\/strong><\/li>\n<li><strong>S&amp;P 500<\/strong> down <strong>0.18%<\/strong><\/li>\n<li><strong>Nasdaq<\/strong> down <strong>0.51%<\/strong> <a href=\"https:\/\/www.reuters.com\/business\/nasdaq-sp-500-futures-slip-broadcom-outlook-reignites-ai-bubble-fears-2025-12-12\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">[25]<\/a><\/li>\n<\/ul>\n<p>The key market tell: even with many sectors higher, heavyweight tech weakness weighed on the broader indexes, signaling continued rotation away from the most crowded AI winners. <a href=\"https:\/\/www.reuters.com\/business\/nasdaq-sp-500-futures-slip-broadcom-outlook-reignites-ai-bubble-fears-2025-12-12\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">[26]<\/a><\/p>\n<p>Investopedia also described a renewed downturn in AI-related stocks on Dec. 12, with Broadcom among the biggest decliners\u2014even after a headline earnings beat\u2014capturing the shift from \u201cgrowth at any price\u201d toward \u201cshow me the profits.\u201d <a href=\"https:\/\/www.investopedia.com\/the-ai-trade-is-getting-hammered-again-friday-this-time-led-by-broadcom-avgo-11867679?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">[27]<\/a><\/p>\n<p>What investors will watch next: the three questions behind the selloff<\/p>\n<p>Broadcom\u2019s Dec. 12 slide wasn\u2019t a rejection of its AI trajectory so much as a demand for sharper visibility. Going forward, three questions are likely to dominate every AVGO earnings cycle:<\/p>\n<p>1) Can Broadcom grow AI revenue while stabilizing margins?<\/p>\n<p>Broadcom has clearly signaled that mix effects may weigh on gross margin near term. Investors will be looking for evidence that scale, pricing, and operating leverage can keep overall profitability expanding\u2014even if gross margin compresses. <a href=\"https:\/\/www.reuters.com\/business\/broadcom-forecasts-upbeat-quarterly-revenue-strong-ai-chip-demand-2025-12-11\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">[28]<\/a><\/p>\n<p>2) How diversified is the AI backlog\u2014and how \u201csticky\u201d are the top customers?<\/p>\n<p>The <strong>$73 billion<\/strong> backlog is huge, but Reuters\u2019 reporting on concentration (and investor focus on it) means markets will watch for signs Broadcom can broaden the customer base and expand programs beyond a small handful of hyperscalers. <a href=\"https:\/\/www.reuters.com\/business\/broadcom-forecasts-upbeat-quarterly-revenue-strong-ai-chip-demand-2025-12-11\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">[29]<\/a><\/p>\n<p>3) What does \u201cAI payoff\u201d look like beyond the next six quarters?<\/p>\n<p>Bloomberg\u2019s framing\u2014investors seeking a \u201cbigger AI payoff\u201d\u2014captures the sentiment shift. It\u2019s no longer enough to say AI is growing; markets want clearer line-of-sight to <strong>multi-year economics<\/strong>, especially as data-center buyers weigh in-house chip strategies. <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2025-12-11\/broadcom-gives-upbeat-forecast-after-ai-deals-fuel-growth?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">[30]<\/a><\/p>\n<p>Bottom line<\/p>\n<p>Broadcom\u2019s latest quarter reinforced its status as a core infrastructure winner in the AI buildout\u2014<strong>record revenue, rising cash flow, and an AI semiconductor outlook pointing to another step-function up<\/strong>. <a href=\"https:\/\/www.prnewswire.com\/news-releases\/broadcom-inc-announces-fourth-quarter-and-fiscal-year-2025-financial-results-and-quarterly-dividend-302639606.html?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">[31]<\/a><\/p>\n<p>But the Dec. 12 reaction also showed how unforgiving the market has become for AI leaders with premium valuations: <strong>guidance has to be strong, backlog has to be convincing, and margins have to be defendable\u2014simultaneously<\/strong>. Broadcom delivered the first two; investors are now laser-focused on the third. <a href=\"https:\/\/www.reuters.com\/business\/ai-bellwether-broadcom-shares-fall-5-day-after-results-2025-12-12\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">[32]<\/a><\/p>\n<p>References<\/p>\n<p class=\"has-small-font-size\">1. <a href=\"https:\/\/www.reuters.com\/business\/ai-bellwether-broadcom-shares-fall-5-day-after-results-2025-12-12\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">www.reuters.com<\/a>, 2. <a href=\"https:\/\/www.reuters.com\/business\/broadcom-forecasts-upbeat-quarterly-revenue-strong-ai-chip-demand-2025-12-11\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">www.reuters.com<\/a>, 3. <a href=\"https:\/\/www.prnewswire.com\/news-releases\/broadcom-inc-announces-fourth-quarter-and-fiscal-year-2025-financial-results-and-quarterly-dividend-302639606.html?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">www.prnewswire.com<\/a>, 4. <a href=\"https:\/\/www.prnewswire.com\/news-releases\/broadcom-inc-announces-fourth-quarter-and-fiscal-year-2025-financial-results-and-quarterly-dividend-302639606.html?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">www.prnewswire.com<\/a>, 5. <a href=\"https:\/\/www.reuters.com\/business\/ai-bellwether-broadcom-shares-fall-5-day-after-results-2025-12-12\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">www.reuters.com<\/a>, 6. <a href=\"https:\/\/www.prnewswire.com\/news-releases\/broadcom-inc-announces-fourth-quarter-and-fiscal-year-2025-financial-results-and-quarterly-dividend-302639606.html?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">www.prnewswire.com<\/a>, 7. <a href=\"https:\/\/www.prnewswire.com\/news-releases\/broadcom-inc-announces-fourth-quarter-and-fiscal-year-2025-financial-results-and-quarterly-dividend-302639606.html?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">www.prnewswire.com<\/a>, 8. <a href=\"https:\/\/www.reuters.com\/business\/broadcom-forecasts-upbeat-quarterly-revenue-strong-ai-chip-demand-2025-12-11\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">www.reuters.com<\/a>, 9. <a href=\"https:\/\/www.reuters.com\/business\/broadcom-forecasts-upbeat-quarterly-revenue-strong-ai-chip-demand-2025-12-11\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">www.reuters.com<\/a>, 10. <a href=\"https:\/\/www.reuters.com\/business\/ai-bellwether-broadcom-shares-fall-5-day-after-results-2025-12-12\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">www.reuters.com<\/a>, 11. <a href=\"https:\/\/www.reuters.com\/business\/broadcom-forecasts-upbeat-quarterly-revenue-strong-ai-chip-demand-2025-12-11\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">www.reuters.com<\/a>, 12. <a href=\"https:\/\/www.reuters.com\/business\/broadcom-forecasts-upbeat-quarterly-revenue-strong-ai-chip-demand-2025-12-11\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">www.reuters.com<\/a>, 13. <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2025-12-11\/broadcom-gives-upbeat-forecast-after-ai-deals-fuel-growth?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">www.bloomberg.com<\/a>, 14. <a href=\"https:\/\/www.reuters.com\/business\/ai-bellwether-broadcom-shares-fall-5-day-after-results-2025-12-12\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">www.reuters.com<\/a>, 15. <a href=\"https:\/\/www.reuters.com\/business\/broadcom-forecasts-upbeat-quarterly-revenue-strong-ai-chip-demand-2025-12-11\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">www.reuters.com<\/a>, 16. <a href=\"https:\/\/www.prnewswire.com\/news-releases\/broadcom-inc-announces-fourth-quarter-and-fiscal-year-2025-financial-results-and-quarterly-dividend-302639606.html?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">www.prnewswire.com<\/a>, 17. <a href=\"https:\/\/www.reuters.com\/business\/broadcom-forecasts-upbeat-quarterly-revenue-strong-ai-chip-demand-2025-12-11\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">www.reuters.com<\/a>, 18. <a href=\"https:\/\/www.reuters.com\/business\/broadcom-forecasts-upbeat-quarterly-revenue-strong-ai-chip-demand-2025-12-11\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">www.reuters.com<\/a>, 19. <a href=\"https:\/\/www.prnewswire.com\/news-releases\/broadcom-inc-announces-fourth-quarter-and-fiscal-year-2025-financial-results-and-quarterly-dividend-302639606.html?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">www.prnewswire.com<\/a>, 20. <a href=\"https:\/\/www.prnewswire.com\/news-releases\/broadcom-inc-announces-fourth-quarter-and-fiscal-year-2025-financial-results-and-quarterly-dividend-302639606.html?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">www.prnewswire.com<\/a>, 21. <a href=\"https:\/\/www.reuters.com\/business\/broadcom-forecasts-upbeat-quarterly-revenue-strong-ai-chip-demand-2025-12-11\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">www.reuters.com<\/a>, 22. <a href=\"https:\/\/www.prnewswire.com\/news-releases\/broadcom-inc-announces-fourth-quarter-and-fiscal-year-2025-financial-results-and-quarterly-dividend-302639606.html?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">www.prnewswire.com<\/a>, 23. <a href=\"https:\/\/www.reuters.com\/business\/ai-bellwether-broadcom-shares-fall-5-day-after-results-2025-12-12\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">www.reuters.com<\/a>, 24. <a href=\"https:\/\/www.reuters.com\/business\/nasdaq-sp-500-futures-slip-broadcom-outlook-reignites-ai-bubble-fears-2025-12-12\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">www.reuters.com<\/a>, 25. <a href=\"https:\/\/www.reuters.com\/business\/nasdaq-sp-500-futures-slip-broadcom-outlook-reignites-ai-bubble-fears-2025-12-12\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">www.reuters.com<\/a>, 26. <a href=\"https:\/\/www.reuters.com\/business\/nasdaq-sp-500-futures-slip-broadcom-outlook-reignites-ai-bubble-fears-2025-12-12\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">www.reuters.com<\/a>, 27. <a href=\"https:\/\/www.investopedia.com\/the-ai-trade-is-getting-hammered-again-friday-this-time-led-by-broadcom-avgo-11867679?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">www.investopedia.com<\/a>, 28. <a href=\"https:\/\/www.reuters.com\/business\/broadcom-forecasts-upbeat-quarterly-revenue-strong-ai-chip-demand-2025-12-11\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">www.reuters.com<\/a>, 29. <a href=\"https:\/\/www.reuters.com\/business\/broadcom-forecasts-upbeat-quarterly-revenue-strong-ai-chip-demand-2025-12-11\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">www.reuters.com<\/a>, 30. <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2025-12-11\/broadcom-gives-upbeat-forecast-after-ai-deals-fuel-growth?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">www.bloomberg.com<\/a>, 31. <a href=\"https:\/\/www.prnewswire.com\/news-releases\/broadcom-inc-announces-fourth-quarter-and-fiscal-year-2025-financial-results-and-quarterly-dividend-302639606.html?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">www.prnewswire.com<\/a>, 32. <a href=\"https:\/\/www.reuters.com\/business\/ai-bellwether-broadcom-shares-fall-5-day-after-results-2025-12-12\/?utm_source=ts2.tech\" target=\"_blank\" rel=\"noreferrer noopener\">www.reuters.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"December 12, 2025 \u2014 Broadcom\u2019s latest earnings were strong on the surface: record quarterly revenue, a beat on&hellip;\n","protected":false},"author":2,"featured_media":630230,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3163],"tags":[323,29497,1942,47408,1830,16220,977,53,16,15],"class_list":{"0":"post-630229","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-ai-chips","10":"tag-artificial-intelligence","11":"tag-broadcom","12":"tag-earnings","13":"tag-investors","14":"tag-stock-market","15":"tag-technology","16":"tag-uk","17":"tag-united-kingdom"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@uk\/115712533570164002","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/630229","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/comments?post=630229"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/630229\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media\/630230"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media?parent=630229"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/categories?post=630229"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/tags?post=630229"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}