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Bloomberg: Broadcom's Google deal proves AI infrastructure demand competing with Nvidia [Yahoo! Finance]
Last broadcom inc. earnings: 3/12 04:15 pm
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US:NASDAQ Investor Relations: investors.broadcom.com
shift where custom AI chips are rivaling Nvidia's dominance and creating multiple winners in AI infrastructure. Broadcom's AI chip revenue jumped 106% year-over-year to $8.4 billion in Q1 FY2026, with CEO Hock Tan targeting over $100 billion in AI sales by 2027, while Google's TPU agreement locks in long-term revenue visibility through 2031. The convergence of Broadcom's locked-in Google demand, Anthropic's customer base doubling to 1,000+ companies spending $1M+ annually, and Super Micro Computer's 123% revenue growth indicates the enterprise AI infrastructure build-out has considerably more growth ahead. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE The Broadcom/Google deal announced this week signals a structural shift in AI infrastructure competition. Here's Bloomberg's Neil Campling: READ: The analyst who called NVIDIA in 2010 just named his top 10 AI stocks "The key factor is this is a five-year long-term agreement betwee
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