Broadcom News
Broadcom Expands Custom AI Chip Plans Beyond Google; Nike Plunges and Oil Falls in Multi-Catalyst Friday
Broadcom (AVGO) is reportedly accelerating its artificial intelligence semiconductor roadmap, with plans to develop custom AI training chips (XPUs) for multiple hyperscaler clients beyond its existing Google TPU partnership.
Oct 3, 2026
๐บ๐ธ United StatesBroadcom Lands Anthropic as Next Custom AI Chip Customer After Google TPU Success
Broadcom named Anthropic as the next hyperscaler-class customer to commission a custom AI training chip, following Google's TPU program and validating Broadcom's XPU design capabilities.
Sep 14, 2026
๐บ๐ธ United StatesBroadcom's $350 Billion AI Signal Has a $29 Billion Capital Footnote in Singapore Capacity Expansion
Broadcom is adding substrate capacity in Singapore and expanding optical-component manufacturing for AI infrastructure
Sep 6, 2026
๐บ๐ธ United StatesBroadcom Reports 86% Revenue Growth on AI Chip Surge, Validating Multi-Year AI Silicon Cycle
Broadcom reports 86% revenue growth driven by surging AI chip demand from hyperscaler customers
Sep 4, 2026
๐บ๐ธ United StatesBroadcom Faces Earnings Test After AI Semiconductor Revenue Surges 143% to $16 Billion Q3 Guidance
Broadcom reported AI chip sales surging 143% year-over-year, with management guiding for $16 billion in Q3 AI semiconductor revenue as investor scrutiny of the growth trajectory intensifies.
Sep 2, 2026
BroadcomBroadcom Stock Pre-Earnings: AI ASIC Revenue Growth vs. Apple Relationship Uncertainty
Broadcom's quarterly update will be scrutinized for two things: the AI ASIC revenue growth trajectory (hyperscaler design wins at Google, Meta, ByteDance) and any clarity on Apple wireless chip in-sourcing risk. If AI ASIC growth outpaces Apple risk on the update's numbers and co
Aug 23, 2026
๐บ๐ธ United StatesBroadcom Stock Is Down 20% From Its All-Time High โ Here Is the Bull Case for Buying the Pullback
Broadcom (AVGO) has pulled back 20% from its all-time high โ a correction that contrarian investors and long-term bulls are pointing to as a potential entry point given the company's dominant position in AI networking chips and custom silicon for hyperscalers.
Aug 7, 2026