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Broadcom — AI News Today

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Broadcom is a US semiconductor and infrastructure-software company whose custom AI accelerators (XPUs) and data-center networking chips supply hyperscalers such as Google, Meta and OpenAI — it co-designed OpenAI's first custom inference chip, Jalapeño, which TSMC manufactures. In September 2026 Broadcom reported a 221% jump in AI chip revenue and said it expects AI revenue to double annually for the next two years.

www.broadcom.com

298 stories mentioning Broadcom

17 from search

About Broadcom

Broadcom is an AI company. Broadcom is a US semiconductor and infrastructure-software company whose custom AI accelerators (XPUs) and data-center networking chips supply hyperscalers such as Google, Meta and OpenAI — it co-designed OpenAI's first custom inference chip, Jalapeño, which TSMC manufactures. In September 2026 Broadcom reported a 221% jump in AI chip revenue and said it expects AI revenue to double annually for the next two years. This page tracks 298 recent news stories about Broadcom, curated from 30+ sources and updated every 15 minutes.

Broadcom — Coverage Momentum

0
This month
↓100%
vs last month
40
All-time
Jun 2026
Peak month
9
3
20
4
3
0
AprMayJunJulAugSep

First tracked Oct 2025. Most-citing sources: Medium (14), r/artificial (5), r/accelerate (3), TechCrunch AI (3). Data aggregated by Best AI News Today from 30+ sources.

298 stories
1 of 5 Top Stories
Breaking
Broadcom's Artificial Intelligence (AI) Chip Revenue Just Rose 221%. There's More Growth Coming.
BreakingMedia

Broadcom's Artificial Intelligence (AI) Chip Revenue Just Rose 221%. There's More Growth Coming.

Broadcom's artificial intelligence chip revenue has exploded 221 percent, signaling that the semiconductor shortage that defined the pandemic era has given way to an era of AI-fueled abundance—and suggesting that the handful of companies controlling the chips powering everything from ChatGPT to autonomous vehicles are about to become vastly more profitable. The company's executives say the surge is just beginning, a forecast that could reshape the competitive landscape of Silicon Valley and cement artificial intelligence's status as the defining technology investment of the decade. For investors and tech watchers, the question is no longer whether AI will be transformative, but whether companies like Broadcom can actually keep up with the astronomical demand.

theglobeandmail.com favicontheglobeandmail.com·
Related OpenAI ChatGPT

12 sources

The Motley Fool faviconThe Motley FoolTradingView faviconTradingViewfinance.yahoo.com faviconfinance.yahoo.com
Media

BofA: NVIDIA and Broadcom hold the widest positions; Micron and AMD see significant additions from actively managed funds

Moomoo faviconMoomoo·
The Overlooked Chip Stock Poised to Outperform Nvidia, AMD, and Broadcom in the AI Semiconductor Boom
Media

The Overlooked Chip Stock Poised to Outperform Nvidia, AMD, and Broadcom in the AI Semiconductor Boom

The Motley Fool faviconThe Motley Fool·
Media

Broadcom’s AI Boom Reveals the Next Bottleneck: Beyond Chips, It’s Infrastructure

Broadcom closed their Q3 2026 where AI semiconductor revenue increased by 221% year over year, and the biggest conclusion I can draw from… Continue reading on Medium »

Medium · Kalpesh Baviskar faviconMedium · Kalpesh Baviskar·
Qualcomm's growth is poised to pick up thanks to AI
Media

Qualcomm's growth is poised to pick up thanks to AI

Nvidia, Advanced Micro Devices, and Broadcom are among the leading artificial intelligence (AI) semiconductor companies, as major hyperscalers and AI labs are deploying their chip designs to run ...

The Motley Fool faviconThe Motley Fool·
Broadcom: The $230 Billion AI Dream Is Getting Expensive
Media

Broadcom: The $230 Billion AI Dream Is Getting Expensive

Broadcom delivered record Q3 results, with AI semiconductor revenue up 221% and robust customer pipelines. Find out why AVGO stock is a sell.

Seeking Alpha faviconSeeking Alpha·
Broadcom’s AI revenue is set to double again next year, and the numbers are staggering
Media

Broadcom’s AI revenue is set to double again next year, and the numbers are staggering

Broadcom's AI semiconductor revenue hit $16.7 billion in fiscal Q3 2026, up 221% YoY. Management now targets $115 billion for fiscal 2027.

Crypto Briefing faviconCrypto Briefing·
Media

Broadcom Forecasts $230 Billion in AI Semiconductor Revenue in 2028. The Stock Could Reach $900 Per Share as a Result.

The Motley Fool faviconThe Motley Fool·
Broadcom: Wall Street’s Margin Fallacy Expands Bulls' Alpha (NASDAQ:AVGO)
Media

Broadcom: Wall Street’s Margin Fallacy Expands Bulls' Alpha (NASDAQ:AVGO)

Seeking Alpha faviconSeeking Alpha·

3 sources

Seeking Alpha faviconSeeking AlphaBenzinga faviconBenzinga
Because Broadcom Monetizes Alphabet, Meta, and OpenAI at Scale I Buy Again and Again
Media

Because Broadcom Monetizes Alphabet, Meta, and OpenAI at Scale I Buy Again and Again

24/7 Wall St. favicon24/7 Wall St.·
Media

Nvidia, Broadcom have 'broadest' ownership among chips; Micron, AMD surge: BofA

TradingView faviconTradingView·
Broadcom anticipates AI revenue doubling annually for the next two years
Media

Broadcom anticipates AI revenue doubling annually for the next two years

Broadcom recently delivered a substantial update about future revenue, and that forecast is not yet being reflected in its stock price.

The Motley Fool faviconThe Motley Fool·
Media

Broadcom's $230 Billion AI Bet Gets Real

Broadcom expects AI semiconductor revenue to reach $115 billion in FY2027 and $230 billion in FY2028, supported by secured supply. Read why AVGO stock is a Buy.

Seeking Alpha faviconSeeking Alpha·
Media

Broadcom (AVGO) Q3 2026 Earnings Call Transcript

The Motley Fool faviconThe Motley Fool·
Broadcom (AVGO) Faces Google Chip Risks, But Macquarie Sees a $40 Billion Anthropic Opportunity
Media

Broadcom (AVGO) Faces Google Chip Risks, But Macquarie Sees a $40 Billion Anthropic Opportunity

Yahoo Finance faviconYahoo Finance·
Media

What Makes Broadcom (AVGO) a Lucrative Bet?

Yahoo Finance faviconYahoo Finance·
Media

Nvidia, Broadcom have 'broadest' ownership among chips; Micron, AMD surge: BofA (NVDA:NASDAQ)

Seeking Alpha faviconSeeking Alpha·
Truist cuts Broadcom stock target on rattling Q4 outlook
Media

Truist cuts Broadcom stock target on rattling Q4 outlook

Truist lowered its Broadcom price target after fiscal Q3 earnings, but kept its Buy rating and pointed to a $230B AI revenue path.

TheStreet on MSN faviconTheStreet on MSN·
Media

Nvidia vs. Broadcom: Comparing Recent Quarterly Revenue Trajectories

The Motley Fool faviconThe Motley Fool·

Frequently Asked Questions

What is Broadcom?

Broadcom is Broadcom is a US semiconductor and infrastructure-software company whose custom AI accelerators (XPUs) and data-center networking chips supply hyperscalers such as Google, Meta and OpenAI — it co-designed OpenAI's first custom inference chip, Jalapeño, which TSMC manufactures. In September 2026 Broadcom reported a 221% jump in AI chip revenue and said it expects AI revenue to double annually for the next two years.

What is Broadcom's official website?

Broadcom's official website is https://www.broadcom.com/.

What is the latest news about Broadcom?

As of today, there are 298 recent stories about Broadcom. Recent headlines include: BofA: NVIDIA and Broadcom hold the widest positions; Micron and AMD see significant additions from actively managed funds; Broadcom Forecasts $230 Billion in AI Semiconductor Revenue in 2028. The Stock Could Reach $900 Per Share as a Result.; Broadcom (AVGO) Q3 2026 Earnings Call Transcript. Updated every 15 minutes.