Broadcom Inc. ( NASDAQ:AVGO ) fell 2.24% premarket after reporting third-quarter revenue of $29.59 billion , up 86% from a year ago, and non-GAAP diluted EPS of $3.32, both above LSEG consensus of $29.36 billion and $3.24.净利润从 41.4 亿美元增长两倍多，达到 130.9 亿美元，而自由现金流达到 137 亿美元，占收入的 46%。
首席财务官 Amie Thuener 在电话会议上表示，该公司正在帮助两个人工智能实验室“弥合当前现金流与其业务所需的大量前期投资之间的差距”，并表示博通可能会提供剩余价值担保，这些担保将作为或有负债。
On volumes, CEO Hock Tan said Broadcom expects Anthropic to deploy 5 gigawatts of TPU 8i chips in 2027, with line of sight to a further 10 gigawatts, and a 1.3 gigawatt deployment of the OpenAI Jalapeno chip next year.
博通预计 2027 财年人工智能收入将翻一番，达到 1150 亿美元，2028 财年再次达到 2300 亿美元，每股收益超过 30 美元。 LSEG 对 2028 财年调整后每股收益的共识为 25.86 美元。 Fourth-quarter revenue guidance of roughly $34.8 billion came in marginally below the $35.03 billion LSEG consensus.