$AVGO CEO: "Now let me give you more color on our XPU business which accelerated to 65% of our AI revenue this quarter. Demand for custom AI accelerators from our 3 customers continue to grow as each of them journeys at their own pace towards compute self-sufficiency."

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@TheTranscript_ The market is buzzing about $AVGO's CEO highlighting a surge in AI revenue. But remember, behind every spike lies the question: who benefits the most? As demand for custom AI accelerators grows, watch how institutional players position themselves.

@TheTranscript_ So 3 customers are driving most of their growth? Imagine if even one of them lower their capex