Broadcom

AVGO Q3 FY2023 (ended Jul 30, 2023). 10-Q filing. Total revenue $8,876M (Products $6,917M, Subscriptions/Services $1,959M). AI demand was strong through mid-2023. Broadcom's custom AI accelerator and AI networking products were increasingly prominent in management commentary (earnings calls). Products revenue grew 4% YoY. No explicit AI revenue figure in filing. Conservative estimate: custom AI silicon ~$500M + AI networking ~$210M = ~$710M. Math: $710M / $8,876M = 8.0%. Source: Item 2 MD&A, Segment Note.