Скачать или смотреть The Broadcom "Toll Booth": How They Tax the Internet AVGO

Broadcom (AVGO) doesn't just sell chips; it collects a toll on almost every byte of data that moves across the internet.
In this financial breakdown, we analyze Hock Tan's "Acquisition Machine"—how Broadcom buys massive software companies (like VMware) and turns them into cash cows. We break down the split between the legacy Semiconductor business and the booming Infrastructure Software division.

🌐 THE BROADCOM MONEY MACHINE:
• The "Toll Booth" Model: Why 99% of internet traffic pays Broadcom.
• Semiconductor Solutions: The AI networking monopoly (Jericho/Tomahawk).
• The Software Pivot: Why the VMware acquisition changes everything.
• The Dividend King: How Broadcom grew its payout by 500% in a decade.

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