Broadcom(US:AVGO) Ge Long Hui·2025-09-10 14:27Core Viewpoint - Broadcom (AVGO.US) shares rose over 8.5%, reaching a historic high of $365.458, driven by the company's focus on AI revenue growth [1] Group 1: AI Strategy - Broadcom's President and CEO, Hock E. Tan, stated that meeting the AI computing needs of a few core customers is the company's top priority [1] - The company anticipates that its AI revenue will surpass the total of its software and non-AI revenue within the next two years, indicating a significant shift in business focus [1] Group 2: Financial Goals - A new executive incentive plan, the "Tan PSU Award," sets a target for AI annual revenue to reach $120 billion by fiscal year 2030 [1] - This target represents a fivefold increase compared to Goldman Sachs' forecast of $20 billion in AI revenue for Broadcom by fiscal year 2025 [1]