We're halfway through the decade, and cloud saw a new narrative emerge in 2025. With outages knocking out half the web, and data sovereignty becoming a hot button issue, it seemed like users began to ...
Broadcom’s $73B AI backlog boosts visibility into revenue growth through 2026-27. Q4 AI revenue hit $6.5B, up 74% year over year as demand remains strong. Investors refocus on scale and backlog as AI ...
Japan’s SoftBank used Broadcom-sourced hardware and software components powering the carrier’s segment routing IPv6 mobile plane (SRv6 MUP) running in a live 5G-powered fixed-wireless access to ...
Broadcom secures major custom AI chip deals with Anthropic ($21B) and OpenAI (potential $100B), significantly boosting its growth outlook. AVGO's leadership in custom ASICs and networking chips is ...
Major banks see Broadcom as a top 2026 AI play as hyperscalers pivot to custom silicon. ASIC design wins and Tomahawk networking anchor Broadcom’s role in AI data centers. Analysts model $50B+ AI ...