Broadcom's AI haul: $8.4B

Broadcom reported) consolidated Q1 revenue of $19.311 billion and adjusted EBITDA of $13.128 billion, equal to roughly a 68% EBITDA margin. Infrastructure software revenue was $6.8 billion), representing about 35% of total revenue, while Broadcom’s commentary and transcripts show VMware-related metrics—VMware revenue growth of ~13%, ARR up ~19%, and total contract value bookings of roughly $9.2 billion. fool.com The company returned) $10.9 billion to shareholders in Q1 through $3.1 billion of dividends and $7.8 billion of share repurchases and also unveiled a new $10 billion share‑repurchase authorization. Management raised next-quarter targets, guiding to about $22.0 billion in Q2 revenue and projecting roughly $10.7 billion of AI semiconductor sales in Q2, and CEO Hock Tan said) Broadcom has “line of sight” to more than $100 billion of chip revenue by 2027. Multiple industry outlets and analysts flagged foundry constraints at TSMC—capacity and advanced‑node lead times remain tight reported), even as Broadcom says it has secured HBM and advanced-node capacity to support production through 2028 stated). Broadcom described its custom XPU programs as multi‑customer ramps, expanding its named customer set during the quarter noted), and outside coverage tied that momentum to large cloud AI customers including Google, OpenAI, Anthropic and Meta reported). Broadcom positioned VMware Cloud Foundation as the software abstraction for private‑cloud AI workloads and highlighted an open‑ecosystem push for VCF to capture AI operationalization demand outside hyperscalers reported).