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INSANE: 3 | Vintage Vibes

What Is Broadcom? The Unknown Company Building the AI Chips Powering Google, Anthropic, OpenAI and Meta

Broadcom (AVGO) is the company building custom AI chips for Google, Anthropic, OpenAI and Meta. With $100 billion in AI chip revenue targeted for 2027 and a $73 billion backlog, here's everything you need to know about the most powerful tech company most people have never heard of.

International Business Times

As AI Revenue from Chips Swells, Broadcom Is Positioned to Accelerate Growth

As AI Revenue from Chips Swells, Broadcom Is Positioned to Accelerate Growth

Citi raised its price target on Broadcom and is bullish on the company ahead of earnings on June 3.

Is Wall Street Bullish or Bearish on Broadcom Stock?

Is Wall Street Bullish or Bearish on Broadcom Stock?

Broadcom has dramatically outperformed the S&P 500 over the past year, fueled by surging AI-related demand, while Wall Street analysts continue to maintain a highly bullish outlook on the stock’s growth trajectory.

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Broadcom Just Reached a 3-Year AI Chip Deal with Meta. Does That Make AVGO Stock a Buy?

Broadcom’s long-term Meta deal signals strong demand, but investors face a premium entry point.

Broadcom Just Hit $2 Trillion Market Cap. Is AVGO Stock a Buy Now?

Broadcom is no longer overlooked, although it remains a powerful long-term AI investment.

As Broadcom Deepens Its Google Cloud Ties, Should You Buy AVGO Stock?

Broadcom's expanded Google Cloud collaboration, combined with the Meta MTIA deal and Anthropic's TPU commitment, reinforces the thesis that AVGO stock has quietly become one of the most deeply embedded infrastructure plays across the entire hyperscaler AI buildout.

Broadcom's Q2 2026 Earnings: What to Expect

Broadcom will release its second-quarter earnings soon, and analysts anticipate a double-digit bottom-line growth.

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Will 8th-Generation TPUs Move the Needle for Google Stock?

Will 8th-Generation TPUs Move the Needle for Google Stock?

Alphabet’s new 8th‑generation TPUs are positioned as the backbone of its next AI growth phase.

Broadcom Stock Is Trading at New All-Time Highs. Should You Buy Shares Here?

Broadcom Stock Is Trading at New All-Time Highs. Should You Buy Shares Here?

Riding a wave of AI-driven partnerships and improving market sentiment, Broadcom has climbed to record highs. Should you buy the stock now?

Mizuho Analysts Are Bullish on Custom Chips: Broadcom Could Have 87% Compound Annual Growth Rate Through 2028

Mizuho Analysts Are Bullish on Custom Chips: Broadcom Could Have 87% Compound Annual Growth Rate Through 2028

Mizuho met with executives at an analyst presentation and believes that Broadcom's AI revenue will continue to grow.

Lawmakers Bet Big on These 3 Stocks—Should You?

Lawmakers Bet Big on These 3 Stocks—Should You?

Congressional disclosure filings from the past 90 days show lawmakers buying Netflix, Broadcom, and JPMorgan Chase, with AVGO purchases alone totaling more than $3 million.

Broadcom Breakup: AVGO Stock Slumps as Google Considers Its Rival for a Deal. Should You Buy the Dip?

Broadcom Breakup: AVGO Stock Slumps as Google Considers Its Rival for a Deal. Should You Buy the Dip?

Even if Broadcom cedes some of its revenue from GOOG to its competitor, AVGO's profits are still likely to soar going forward.

Broadcom & Meta Extend AI Pact Into 2029 as Shares Climb to $400

Broadcom & Meta Extend AI Pact Into 2029 as Shares Climb to $400

Broadcom shares have returned to $400, as the company announces expanded AI partnerships with Google, Anthropic, and now Meta Platforms.

AI's Cash Splash Continues: Meta Platforms and Broadcom Expand Custom Chip Partnership

AI's Cash Splash Continues: Meta Platforms and Broadcom Expand Custom Chip Partnership

Hyperscalers are ramping AI infrastructure spending to record levels this year, with a string of major partnerships and funding rounds across the sector. Meta’s newly expanded collaboration with Broadcom on custom MTIA chips adds another layer to that build-out, focusing on multi-generation silicon and multi-gigawatt capacity through 2029.

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3 Top Stocks to Buy to Invest in Anthropic’s Project Glasswing

Anthropic’s Project Glasswing is bringing AI into cybersecurity in a big way. With tech leaders like Microsoft, Broadcom, and Nvidia, among others, involved, here’s why these three top-rated stocks could be solid picks now.

Seaport Research Warns on AVGO Stock: Broadcom Is Confronting the ‘Limits of the Industry’

The investment firm has downgraded the shares of the chip major.

Broadcom Is Making AI Chips with Google. Does That Make AVGO Stock a Buy Now?

Broadcom signed a long-term AI chip partnership with Google. Should you buy AVGO stock now?

Broadcom Just Landed Game-Changing AI Deals. Is AVGO a Buy Now?

These multi-year deals could cement Broadcom as one of the biggest winners of the AI infrastructure race.

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Broadcom Is Getting a New CFO. What Does That Mean for AVGO Stock?

As Broadcom ushers in its first CFO change in over a decade, is the stock worth buying now?

As Broadcom Expands AI Deals With Google and Anthropic, Should You Buy AVGO Stock?

Broadcom has strengthened its position in the AI hardware ecosystem through expanded partnerships with Alphabet’s Google and AI startup Anthropic.

Analysts Expect Higher TPU Shipments. Why That Makes Broadcom Stock a Buy Now.

Analysts are bullish on Broadcom stock, expecting more than 40% upside from an increase in TPU units.

Broadcom Insiders Are Selling Stock. Is AVGO Finally at the End of the Road?

Broadcom insiders recently sold $88 million in stock, rattling investors even as the company’s AI‑driven results and guidance remain strong.

Why Broadcom's $100B AI Revenue Forecast May Be Conservative

Will Broadcom hit its $100 billion AI revenue forecast in 2027? Multiple factors suggest that the actual number could be significantly higher.

These Insider Trades Look Like Clear Signals—Until You Read the Fine Print

Understand Broadcom, AppLovin, and Coupang insider trades by separating RSU tax sales and planned selling from a notable discretionary buy signal.

Why Meta's AI Chip Announcement Has Broadcom Investors Paying Attention

Meta confirmed Broadcom as its custom AI chip partner and revealed an expanding MTIA roadmap, but a missing training chip tempers the bull case.

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