博通(AVGO.O)首席執行官：我們預計在第四季度將加快向Anthropic的發貨。

Federal Reserve's Williams said a sustained productivity boom would push up the neutral interest rate.

Broadcom (AVGO.O) forecast Q4 revenue of $34.8bn, below analysts' average $35.1bn and well under some expectations above $36bn, indicating AI-driven revenue may be ramping slower than investors expected. NVIDIA's strong guidance last week had boosted market demand assumptions for AI chips. Broadcom is rolling out custom AI processors to challenge NVIDIA; the business has won some large customers but remains at an early stage. Competitors Marvell and MediaTek, both supported by NVIDIA, add competitive pressure. Broadcom shares fell about 6% in after-hours trading.