Broadcom (AVGO) reported second-quarter revenue of $22.19 billion, a 47.87% year-over-year increase, with AI semiconductor revenue reaching $10.8 billion, up 143% year-over-year. The company's CEO, Hock Tan, stated that AI orders exceeded $30 billion in the second quarter and projected AI revenue to grow over 200% to $16 billion in the third quarter. Marvell Technology (MRVL) reported first-quarter revenue of $2.418 billion, a 28% year-over-year increase, with its data center business accounting for 76% of total revenue. Marvell CEO Matt Murphy raised the full-year revenue outlook for fiscal year 2027 to nearly $11.5 billion and for fiscal year 2028 to approximately $16.5 billion, but its net profit declined by 80.61% due to one-time expenses.