Broadcom Leans Into AI Chip Boom and VMware Shake‑Up Ahead of Q4 2025 Earnings
Broadcom reported fiscal Q3 2025 revenue of $15.95 billion, up 22% year over year, with AI chip sales reaching $5.2 billion, a 63% jump. VMware’s software business contributed to total 2024 revenue of $51.6 billion, up 44%. The company faces lawsuits and regulatory scrutiny over VMware licensing changes. Management projects Q4 2025 revenue of $17.4 billion, again led by AI demand.