Broadcom Inc.'s robust custom AI accelerator prospects are finally taken seriously, as they onboard the fourth hyperscaler and the AI Serviceable Addressable Market grows from FY2026 onwards. The same ...

The market for AI compute and networking could reach $2 trillion by 2030, and both Nvidia's GPUs and Broadcom's custom chips can win, Melius analysts say Nvidia and Broadcom can both win as the market ...

Broadcom is the dominant player in the custom AI chip market with an impressive market share. Yet, a smaller chip designer has been quickly improving its customer base and revenue pipeline in this ...