Broadcom

AVGO Q2 FY2025 (ended May 4, 2025). 10-Q filing. Total revenue $15,004M (Products $8,506M, Subscriptions/Services $6,498M). Semiconductor products revenue $8,506M, up 18% YoY. The filing notes products for 'enterprise and artificial intelligence (AI) data centers.' Management disclosed on earnings call that AI revenue was approximately $4.5-4.7B for Q2 FY2025, driven by accelerating XPU shipments and AI networking (Tomahawk 5, next-gen NICs). Using ~$4,650M. Math: $4,650M / $15,004M = 31.0%. Source: Segment Note, Business Description, management stated AI revenue.