Episode Details
Back to Episodes
Super Brief: $10.8 Billion Wasn't Enough — Super Brief
Published 2 weeks, 6 days ago
Description
$10.8 Billion Wasn't Enough. Broadcom reported record AI semiconductor revenue of $10.8 billion, guided next quarter to $16 billion at 200% year-over-year growth, and fell 3%. CrowdStrike posted record ARR, record cash flow, announced a 4-for-1 split, raised full-year guidance, and fell 9%. Five consecutive AI infrastructure be