AI And Cloud GrowthMultimodal AI usage has just taken off, and its exponential token consumption growth should drive strong cloud growth in the medium term.
Networking AdvancementsAVGO's introduction of ESUN Scale Up framework with partners like AMD, ARM, and META could expand the company's influence in networking.
Product InnovationAVGO's new Thor Ultra 800G NIC with telemetry and load-balancing features represents an advancement in open architecture networking.