“For Q4, 2025, we forecast AI semiconductor revenue to be approximately $6.2 billion, up 66% year on year.”

In context

“ross data centers. And over the past two years, we have deployed our Jericho three Ethernet router with hyperscale customers to just do this. And today, we have launched our next generation Jericho four. Ethernet fabric router with 51.2 terabit per second deep buffering intelligence intelligent congestion control, to handle classes beyond 200,000 compute nodes crossing multiple data centers. We know the biggest challenge to deploying larger clusters of compute for generative AI will be in networking. And for the past twenty years, Broadcom has developed for Ethernet, networking is entirely applicable to the challenges of scale up, scale out, and scale across in generative AI. And turning to our forecast as I mentioned earlier, we continue to make steady progress in growing our AI revenue. For Q4, 2025, we forecast AI semiconductor revenue to be approximately $6.2 billion, up 66% year on year. Now, turning to non AI semiconductors. Demand continues to be slow to recover. In Q3 revenue of $4 billion was flat sequentially. While broadband showed strong sequential growth, Enterprise networking and service storage were down sequentially. Wireless and industrial were flat quarter on quarter as we expect. In contrast, in Q4, driven by seasonality, we forecast non AI semiconductor revenue to grow low double digits sequentially to approximately $4.6 billion. Broadband, server storage and wireless are expected to improve. While enterprise networking remains down quarter on quarter. Now let me talk about our infrastructure software segment. Q3 Infrastructure Software revenue of $6.8 billion was 17% year on year. Above our outlook of $6.7 billion as bookings continue to be strong during t”