Broadcom

AVGO Q1 FY2023 (ended Jan 29, 2023). 10-Q filing. Total revenue $8,915M (Products $7,082M, Subscriptions/Services $1,833M). ChatGPT launched Nov 2022, driving accelerating interest in AI compute. Broadcom's custom AI accelerator business (primarily Google TPU) was growing along with early AI networking demand. No explicit AI revenue disclosure in the filing. Segment note shows Products revenue grew 17% YoY. Conservative estimate: custom AI silicon ~$400M + AI networking ~$135M = ~$535M. Math: $535M / $8,915M = 6.0%. Source: Item 2 MD&A, Segment Note.