MAAT INDEX

CLAIM #8108 · Broadcom Inc (AVGO) · 2026Q2 earnings call · Jun 3, 2026 · due Nov 30, 2028

Our revenue, our content, per gigawatt will increase. Put it simply.

Hock Tan · CEO

PENDING
graded after results covering Nov 30, 2028 are reported

How to check this claim

Look at: AI/XPU revenue (or content) per gigawatt of deployed compute, generation over generation

It came true if: reported or implied revenue-per-gigawatt for a newer generation program higher than the prior generation's figure

Where: management commentary on quarterly earnings calls discussing AI revenue and gigawatt deployments

In context

we are just getting a lot of lead time. Very helpful. Thank you. Operator: Thank you. We do have time for 1 final question. And that will come from the line of Joshua Buchalter with TD Cowen. Your line is open. Joshua Buchalter: In the past, you have talked about sort of $15 billion-$20 billion per gigawatt of compute. And given the 10 gigawatts that you implicitly implied you would be doing next year implies a much larger number than $100 billion. You have also mentioned that the value per gigawatt does vary per project. So I guess how should we think about the evolution of your revenue per gigawatt over time? As I would expect on 1 hand, gen-to-gen pricing to increase on programs you are already shipping, also there are other projects that are entering the model. Thank you. Hock E. Tan: Our revenue, our content, per gigawatt will increase. Put it simply. Our content from the fact that our compute chip, the XPU, will go up in price very dramatically. Particularly when you not only put s rams into it, as fast SRAM cost, you start putting a lot you start putting embedding CPU cores into the same XPUs and making those chips basically multi die with lots of HBM. So that the trajectory of content increases will go on. It just does not go up every month, every 6 months, or every quarter. But it will follow 1 generation to the next that the content will grow. Per gigawatt. Thank you. Thank you. Operator: I would now like to turn the call over to Ji Yoo, Head of Investor Relations for closing remarks. Ji Yoo: Thank you, operator. Broadcom currently plans to report its earnings for the third quarter of fiscal year 26 after close of market on Wednes

Verify independently

SEC filings for AVGO · Claim quote is verbatim from the 2026Q2 earnings call.