摩根大通：博通-公司管理层会议-人工智能需求在推理的推动下依然强劲

J P M O R G A N North America Equity Research 09 July 2025 Broadcom Inc Mgmt Meeting: AI Demand Remains Strong Driven By Inference Along With Non-AI Businesses Recovery and Sustained VMware Revenue Growth; Business Firing On All Cylinders Yesterday, we hosted an investor group meeting with Broadcom's President and CEO, Hock Tan, CFO, Kirsten Spears, and VP of IR, Ji Yoo. The discussions centered around strong AI demand trends, which are driving strong growth in Broadcom's custom AI XPU business and driving ...