Broadcom : 20240320 Enabling AI Infrastructure Investor Meeting
AVGO
Safe Harbor Statement
This presentation contains forward-looking statements (including within the meaning of Section 21E of the United States Securities Exchange Act of 1934, as amended, and Section 27A of the United States Securities Act of 1933, as amended) that are based on current expectations and beliefs of Broadcom's management, current information available to Broadcom's management, and current market trends and market conditions and involve risks and uncertainties, that may cause actual results to differ materially from those contained in forward-looking statements. Accordingly, undue reliance should
not be placed on such statements.
Our filings with the SEC, which are available without charge at the SEC's website at https://www.sec.gov, discuss some of the important risk factors that may affect our business, results of operations and financial condition. Actual results may vary from the estimates provided. We undertake no intent or obligation to publicly update or revise any of the estimates and other forward-looking statements made in this presentation, whether as a result of new information, future events or otherwise, except as required by law.
2
| Broadcom Proprietary and Confidential. Copyright © 2024 Broadcom. All Rights Reserved. The term "Broadcom" refers to Broadcom Inc. and/or its subsidiaries.
Agenda
Enabling AI Infrastructure: Charlie Kawwas
Scalable AI Networks: Ram Velaga
AI Server Interconnect: Jas Tremblay
Optical Interconnects: Near Margalit
Foundational Technology for AI Interconnect: Vijay Janapaty
Custom AI Accelerators: Frank Ostojic
Closing Remarks: Charlie Kawwas
Charlie Kawwas, Ph. D.
President, Broadcom
Heritage of Technology Innovation
Semiconductors
Est. 1981
Est. 1991
Est. 1960
Est. 2007
Infrastructure Software
IPO
1961
2005
2009
2014
2016
2017
2018
2019
2023
Est. 1995
Enterprise Security
Est. 1998
Est. 1976
Est. 1982
Semiconductors
FY23 Revenue $28B
$28B
$26B
$20B
$17B$17B
2019-2023 CAGR 13%
Annual R&D spend $3B+
2019
2020
2021
2022
2023
Technology Leadership → Organic Growth
6
| Broadcom Proprietary and Confidential. Copyright © 2024 Broadcom. All Rights Reserved. The term "Broadcom" refers to Broadcom Inc. and/or its subsidiaries.
Strategy
Market
10 Year Horizon
Technology
Leadership
Execution
Excellence
Sustainable
Franchise
Strategy
Market
10 Year Horizon
Technology
Leadership
Execution
Excellence
Networking
Industrial
5
Wireless
17
End
Franchises
Markets
Broadband
Storage
8
| Broadcom Proprietary and Confidential. Copyright © 2024 Broadcom. All Rights Reserved. The term "Broadcom" refers to Broadcom Inc. and/or its subsidiaries.
Networking
Industrial
175 End Franchises Markets
Wireless
Broadband
Storage
9
| Broadcom Proprietary and Confidential. Copyright © 2024 Broadcom. All Rights Reserved. The term "Broadcom" refers to Broadcom Inc. and/or its subsidiaries.
Enabling AI infrastructure
Networking
Industrial
175 Franchises Segments
Wireless
Broadband
Storage
10
| Broadcom Proprietary and Confidential. Copyright © 2024 Broadcom. All Rights Reserved. The term "Broadcom" refers to Broadcom Inc. and/or its subsidiaries.
Disclaimer
Broadcom Inc. published this content on 20 March 2024 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 20 March 2024 22:50:04 UTC.