Broadcom’s Q2 earnings soared, with a 124% jump in net income, fueled by VMware’s integration and rising AI hardware sales. Its infrastructure software unit pulled in $6.6B, driven by the push for Cloud Foundation bundles. Meanwhile, custom AI accelerators (XPUs) and a pivot to optical interconnects signal Broadcom’s bet on inference growth. CEO Hock Tan hints at 2026 as a tipping point for AI demand.
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