TPU system
Search documents
Broadcom Slides as AI Backlog, Margins Scrutinized
Youtubeยท 2025-12-12 21:03
You have different sets of data. They gave us a figure, which was a $73 billion backlog. Yep.This morning, quite clearly the market would like to see a revenue number. That's forward looking. Yep. Yep, that's true.So. So you're right. I think the I think what's interesting here, the reason why Broadcom is down is not about the it's not about how revenue has perhaps missed expectations.First and foremost um the company actually beaten raised guidance AI sales were above expectations. The outlook for next qua ...