Broadcom(US:AVGO) Sou Hu Cai Jing·2025-10-14 06:20Group 1 - The CEO of Broadcom, Hock Tan, predicts that the contribution of knowledge and technology-intensive industries to the global economy will significantly increase due to the accelerated penetration of AI technology, potentially growing from 30% to 40% of global GDP, which equates to an additional $10 trillion in value each year [1][3] - Currently, the global GDP is approximately $110 trillion, with about $33 trillion (30%) coming from knowledge and technology-intensive industries such as semiconductors, software development, biomedicine, and high-end manufacturing [3] - AI is reshaping the landscape by enhancing productivity, optimizing resource allocation, and creating new business models, with applications in drug development, smart manufacturing, and content creation [3] Group 2 - Broadcom has been increasing its investment in the AI sector, with plans to acquire cloud computing company VMware for $69 billion in 2024, aiming to build a comprehensive AI infrastructure from chips to data center software [3] - Approximately 40% of Broadcom's R&D budget is currently allocated to AI-related technologies, including customized AI accelerators and high-speed network chips [3] - Broadcom aims to become a key player in the AI era by providing customized solutions for AI data centers, having signed long-term cooperation agreements with several tech giants [4]