Broadcom

AVGO Q3 FY2025 (ended Aug 3, 2025). 10-Q filing. Total revenue $15,952M (Products $9,257M, Subscriptions/Services $6,695M). Semiconductor products revenue $9,257M, up 24% YoY from $7,439M. The filing explicitly references 'artificial intelligence (AI) and enterprise data centers' and 'AI data center infrastructure.' The FY2025 10-K (filed later) describes in detail AI semiconductor solutions including XPUs, AI Ethernet switching, NICs, PHYs, and optical components, as well as 'racks and systems based on our XPUs.' Management stated AI revenue was approximately $5.0-5.3B for Q3 FY2025. Using ~$5,265M. Math: $5,265M / $15,952M = 33.0%. Source: Segment Note, Business Description, management stated AI revenue.