Broadcom's AI Boom Vs. Trump 2.0 Risks
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Broadcom's AI revenue is expected to exceed $12 billion in FY2024 due to high demand and strategic partnerships. VMware contributed significantly to Q3 revenue, enhancing Broadcom's income diversification. However, proposed tariffs by Trump 2.0 could impact 32% of Broadcom's revenue linked to China.
November 15, 2024 | 5:45 pm
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Broadcom's AI revenue is projected to exceed $12 billion in FY2024, supported by strategic partnerships and VMware's contribution. However, Trump 2.0's proposed 60% China tariff could disrupt 32% of Broadcom's revenue tied to Chinese markets.
Broadcom's strong AI revenue growth and VMware's contribution are positive, but the potential 60% tariff on China could significantly impact revenue, creating a neutral short-term outlook.
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