By Simply Wall St
Publication Date: 2026-01-29 01:45:00
- Broadcom is gaining traction in custom AI chips as hyperscalers such as Google, Microsoft, and Meta expand their use of its AI accelerators and infrastructure products.
- Industry expectations point to Broadcom holding a leading position in AI server compute ASICs through at least 2027, supported by multi billion dollar order backlogs.
- New and expanded multi year partnerships for next generation AI deployments are reinforcing Broadcom’s role at the center of large scale AI infrastructure buildouts.
For investors watching NasdaqGS:AVGO, this AI push comes on top of a share price of $333.24 and a 63.0% return over the past year. The stock also shows very large gains over five years, highlighting how the market has already assigned meaningful value to Broadcom’s role in key technologies.
The recent AI related contracts and long dated backlogs suggest that hyperscalers see Broadcom as a core supplier for their AI infrastructure plans. Investors may want to track how these multi year…
