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Broadcom’s $200 Billion AI Opportunity Is Drawing New Interest From Investors

Chris MacDonald

3h agoen

finance investing business

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24/7 Wall St.Broadcom’s $200 Billion AI Opportunity Is Drawing New Interest From Investors247wallst.com

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Broadcom (NASDAQ:AVGO) is now being talked about in $200 billion increments. That figure represents forward AI opportunity framing, surfaced on the company’s Q2 FY2026 earnings call, when JPMorgan analyst Harlan Sur pressed CEO Hock Tan on an implied $200 billion-plus 18-month backlog covering the back half of 2026 through fiscal 2027. Tan did not push ... Broadcom’s $200 Billion AI Opportunity Is Drawing New Interest From Investors

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