By Keithen Drury
Publication Date: 2026-04-27 10:35:00
Broadcom (AVGO +0.62%) has been an incredible stock to own recently. The stock has risen 73% since 2025 began and 16% this year alone. However, I think there’s still plenty of room to run.
Broadcom may be a large company ($1.9 trillion, the seventh-largest in the world), but I could see it being a $4 trillion company as soon as next year. That’s more than a double in two years, and there’s one product that is going to push Broadcom to that level.
Image source: Getty Images.
Broadcom’s custom AI chips are the new hotness
While Nvidia (NVDA +4.30%) still owns the majority of the AI computing market, custom AI chips from Broadcom and others are starting to capture greater and greater market share. These chips offer superior cost performance compared to a GPU, but this all comes at the cost of flexibility. The custom AI chips are designed around a specific workload type and cannot handle anything efficiently outside of that. Still, that’s a sacrifice that many are willing to make, so…