Broadcom

AVGO Q2 FY2023 (ended Apr 30, 2023). 10-Q filing. Total revenue $8,733M (Products $6,741M, Subscriptions/Services $1,992M). The AI wave was accelerating through early 2023. Broadcom's custom AI accelerator shipments (Google TPU v4/v5) were ramping and AI networking demand increasing. No explicit AI revenue disclosure in filing. Products revenue slightly declined QoQ while software grew. Conservative estimate: custom AI silicon ~$430M + AI networking ~$180M = ~$610M. Math: $610M / $8,733M = 7.0%. Source: Item 2 MD&A, Segment Note.