Key facts: Broadcom $30B AI bookings; TPU pact extended; Samueli sale

Broadcom (AVGO) said demand for XPUs and networking is strong; AI semiconductor bookings topped $30B while shipments were $10.8B, with orders exceeding current supply.Broadcom (AVG

Broadcom (AVGO) said demand for XPUs and networking is strong; AI semiconductor bookings topped $30B while shipments were $10.8B, with orders exceeding current supply.
Broadcom (AVGO) and Alphabet extended a five‑year TPU hardware pact covering TPU v8–v11; reports cite a TPU v9 delay, but Broadcom is set to lead Google’s TPU work through 2028.
Broadcom (AVGO) chairman Henry Samueli filed to sell 186,089 shares, about $71M at proposed price, part of a multi-month divestiture totaling ~$651M across ~1.9M shares.