Broadcom AI Chips Target US$100b Revenue With First 2nm SoC [Yahoo! Finance]
Broadcom Inc. (AVGO)
Last broadcom inc. earnings: 3/12 04:15 pm
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Source: Yahoo! Finance
Broadcom (NasdaqGS:AVGO) has started shipping what it describes as the industry's first 2nm custom compute SoC, built on its 3.5D XDSiP platform for advanced AI clusters. The company is pairing this chip rollout with interoperability partnerships, including work with Altera focused on radio and Open RAN infrastructure solutions. Management is projecting that Broadcom's AI chip business could generate more than US$100b in revenue in 2027, tied to demand from large AI clients such as Google, Meta, Anthropic, and OpenAI. For you as an investor, this development sits at the heart of Broadcom's efforts to supply custom silicon for data center and AI workloads, an area that has become central for many large chip designers. The 2nm SoC shipments and 3.5D packaging platform relate to the power efficiency and compute density that large AI clusters typically require, especially at hyperscale. Partnerships around interoperability, including with Altera, also indicate a broader role in wir
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AVGO
Earnings
- 3/4/26 - Beat
AVGO
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- 3/4/26 - Form 4
- 3/4/26 - Form 4
- 3/4/26 - Form 4
- AVGO's page on the SEC website