Broadcom has once again confirmed its growing dominance in semiconductors and infrastructure software. It delivered record results in the second quarter of fiscal 2025, driven primarily by strong demand for AI chips and the successful integration of VMware. Revenue surpassed $15 billion and operating EBITDA exceeded $10 billion, reflecting not only strong efficiency but also the company's strategic focus on high-margin segments. In addition, Broadcom confirmed its ability to generate strong free cash flow while returning capital to shareholders through dividends and share repurchases.

Broadcom's $AVGOgrowth is not just the result of a short-term trend, but the result of a long-term vision and precisely targeted investments. The $69 billion acquisition of VMware, other strategic moves under consideration such as the possible purchase of part of Intel and the partnership with Apple show that the company has a clearly defined ambition to play a key role in the era of AI and cloud…