By Jeremy Phillips
Publication Date: 2026-04-09 10:58:00
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Neil Campling (Bloomberg Brief) argues the five-year Broadcom (AVGO) and Google supply agreement through 2031 signals a structural shift where custom AI chips are rivaling Nvidia’s dominance and creating multiple winners in AI infrastructure.
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Broadcom’s AI chip revenue jumped 106% year-over-year to $8.4 billion in Q1 FY2026, with CEO Hock Tan targeting over $100 billion in AI sales by 2027, while Google’s TPU agreement locks in long-term revenue visibility through 2031.
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The convergence of Broadcom’s locked-in Google demand, Anthropic’s customer base doubling to 1,000+ companies spending $1M+ annually, and Super Micro Computer’s 123% revenue growth indicates the enterprise AI infrastructure build-out has considerably more growth ahead.
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The Broadcom/Google deal announced this week signals a structural shift in AI infrastructure competition.
Here’s Bloomberg’s Neil Campling:
READ: The analyst who called NVIDIA in 2010 just named his top 10 AI stocks
“The key factor is this is a five-year long-term agreement between Broadcom and Google. This is a technology that is rivaling Nvidia AI and in combination with Samsung earnings we had earlier today as well it is quite clear the AI demand trade is still alive and well and its appetite for these solutions.”
Broadcom (NASDAQ:AVGO) and Alphabet (NASDAQ:GOOGL) have signed a long-term TPU and networking…
