AVGO 2Q24 CC: "we're getting pull-ins"
Harlan Sur -- Analyst
Good afternoon. Thanks for taking my question. Hock, last quarter, you talked about an acceleration in R&D investments by your AI customers, and you talked about your follow-on wins for their next-generation XPU ASIC programs. It also looks like they're trying to accelerate their deployments of their GPUs, XPUs, and networking into their data centers here in the second half of the year.
We know that on AI accelerators specifically, supply is quite tight given the colos packaging and the HBM memory constraints. So, has the team seen upside orders and demand for XPUs and networking here in the second half? Have you been able to meet that upside demand? Or is the team somewhat supply constrained? I guess in other words, is the AI demand greater than your supply here in the second half of the year?
Hock E. Tan -- President, Chief Executive Officer, and Director
Yeah. No, we continue to see orders. We continue to see upside. And you're right in the pattern of the behavior that is going because our customers, these are hyperscalers trying to deploy more and more capacity in AI data centers.
And you start to hear them talk in terms of power. They don't even talk in terms of how many XPU or GPU cloud they found in there. 500-megawatt, one gigawatt, not yet, but people are dreaming that. So, as they get this enabled, we're getting pull-ins, we're getting upsides.
And I expect that to happen a lot more in 2025. We're not putting that in any guidance or indication we're giving you. But probably what you say is exactly right on. We do expect to see upside as we've been seeing recently.
We continue to see that probably going forward over the next 12 months, especially related to XPUs getting deployed and getting infrastructure available and rushing to deploy them. We see quite a bit of that. |
