Broadcom's system-level roadmap for AI infrastructure faces a critical test: can they navigate supply chain bottlenecks as effectively as they design 102.4 Tbps switches and 3nm optical DSPs? Our analysis examines the physics constraints and commercial realities. https://post.kapualabs.com/2p86vsu7 #Semiconductor #Broadcom #AIInfrastructure #SupplyChain $AVGO