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$AVGO ON OPENAI / THE “FIFTH CUSTOMER”:
“You didn't hear that answer from my last caller’s question is because I didn't answer it. I did not answer it, and I'm not answering it either. It's the 5th customer and it's a real customer and it will grow. They are on their multiyear journey to their own XPUs and let's leave it at that.”
“As far as the OpenAI view that you have, we appreciate the fact that it is a multiyear journey that will run through 29 as our press release with OpenAI showed, 10 gigawatts… more like 27, 28, 29, ten gigawatts.”
“We do not expect much in 26.”

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