Broadcom(US:AVGO) 智通财经网·2025-09-10 15:25Group 1 - Broadcom's stock surged over 10%, reaching a historic high with a market capitalization of $1.75 trillion [1] - CEO Hock Tan projected that AI-related revenue will exceed the total revenue from software and non-AI businesses within two years [1] - The company set a target for AI revenue to reach up to $120 billion by fiscal year 2030, directly linking it to CEO compensation [1] Group 2 - The AI chip market is expected to see differentiation, with large cloud service providers dominating the custom ASIC chip applications, while enterprise customers will continue to rely on general-purpose GPUs [1] - Oracle reported a remaining performance obligation of $455 billion as of September 10, a year-on-year increase of 359%, with cloud infrastructure revenue growing by 55%, contributing to the overall rise in the AI chip sector [1]