Hock Tan, CEO of Broadcom, delivers amazing news for Nvidia investors 🚀

Broadcom reported third-quarter results. They exceeded expectations. The implementation of AI continues to accelerate 🔥. Nvidia, as the main supplier of processors for AI, is in an enviable position.

Impressive Results 📈

Fiscal third quarter 2025. Ended on August 3rd. Broadcom achieved $15.95 billion in revenue. A record. Up 22% compared to the previous year. Adjusted earnings reached $1.69 per share, a jump of 36%.

AI drove all of this. Related revenues grew 63% to $5.2 billion. There have been ten consecutive quarters of AI-driven growth. Free cash flow reached $7 billion. It rose 47%.

Hock Tan mentioned something interesting. In addition to their three hyperscale customers, a new one has emerged. They requested production of custom accelerators. They became a "qualified customer." They had been announcing it for months. It seems that everything fits together. The order book already totals $110 billion 🌕.

For the fourth quarter, expectations improved. They project $17.4 billion in revenue. That's 24% more than last year. Tan admitted that he expected 2026 to be similar to 2025. Now he sees acceleration.

What all this means 🔍

It is clear that the adoption of AI is not slowing down. It is accelerating. It supports what Nvidia has been saying. Jensen Huang, its CEO, had mentioned that spending on data centers for AI would reach $3-4 trillion by 2030. This year it is already $600 billion, according to estimates.

Broadcom's growing portfolio has an explanation. Its hyperscale customers are asking for more. Cloud providers are spending more capital. More than previously announced.

For Nvidia, this is pure gold. Its GPUs dominate 92% of the market for data centers. As AI expands beyond the giants, Nvidia remains the obvious choice. For training. For inference. For everything.

Since this revolution began in early 2023, Nvidia's stock has risen over 1,070%. There are rumors of a slowdown. They don't seem true. The results from Nvidia and Broadcom say otherwise ⚡.

Today Nvidia is trading at 27 times future earnings. Quite reasonable for a company that will grow 58% this fiscal year.

Nvidia has conquered its territory in AI. Its stock soared dramatically. But honestly, this is just the beginning 🚀.