Broadcom and AI
Custom AI chips (XPUs) and Ethernet power hyperscaler buildouts
Broadcom designs custom AI accelerators (XPUs) and high-performance Ethernet switches for hyperscalers, making it a core supplier to the AI infrastructure build-out, with AI revenue more than doubling year over year.
What happened
- 2025: FY2025 revenue grew ~28% with AI chip sales up sharply; the stock roughly doubled across 2024.
- 2026: Fiscal Q1 AI revenue hit $8.4B, up ~106% YoY, with guidance for roughly $10.7B the next quarter.
- 2025: Disclosed a multibillion-dollar custom-silicon backlog and named OpenAI and Anthropic among XPU customers alongside Google and Meta.
AI angle
Broadcom is the leading merchant supplier of custom AI accelerators and AI networking silicon to hyperscalers.
Sources
AI company card
Broadcom
Custom AI chips (XPUs) and Ethernet power hyperscaler buildouts. Broadcom is the leading merchant supplier of custom AI accelerators and AI networking silicon to hyperscalers.
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Company-impact notes are curated, dated summaries; this profile set was last web-verified on 2026-06-27. Informational only — not investment advice. Spotted something stale? Request a correction.