Broadcom Inc.(AVGO.US)FY25Q1 conference call: Actively collaborating with mega-scale partners, potentially forming a 4+3 cooperation structure in the future.

om Inc.Broadcom Inc.When Om Inc. chooses partners, it will select customers who truly have a large demand, mainly customers with sustained demand in the field of large language model forefront model training.m Inc.10%Broadcom Inc.Company Inc.'s artificial intelligence total revenue is expected to reach 30%, up from 20%. However, in the last quarter it was close to 40%, but this is not the norm, usually averaging close to 30%, with accelerators (XPUs) accounting for 70%.Q: With the increase in operating expenses, where are these operating expenses being allocated towards in terms of artificial intelligence opportunities, and are they related to research and development? A: In terms of research and development, Broadcom Inc. had combined R&D expenses of $1.4 billion in the first quarter and it will continue to increase. Broadcom Inc. focuses on research and development in all product lines to maintain competitiveness in next-generation products. The key areas of focus are: - Launching the industry's first 3D-packaged 2-nanometer artificial intelligence floating-point processing unit (AIFPU); - Doubling the existing Tomahawk's rating capacity, allowing artificial intelligence customers to scale accelerators (XPUs) to 1 million cards on Ethernet. Q: In the network sector, how is the month-over-month growth in artificial intelligence business, what are the thoughts on future mergers and acquisitions, and how do you view the numerous news surrounding projects related to Intel Corporation products? A: In the network sector, the ratio of business in the first quarter was 60% computing and 40% networking, but this is not the normal ratio. The second quarter is expected to continue the current situation, but this is only a temporary phenomenon. In the long term, the normal ratio is expected to be 70-30. Regarding mergers and acquisitions, Broadcom Inc. is currently busy with artificial intelligence and VMware businesses and has not considered M&A at the moment.