By Simply Wall St
Publication Date: 2026-04-15 02:10:00
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Broadcom (AVGO) is back in focus after signing extended multiyear agreements with Meta, Google, and Anthropic that place its custom AI chips and networking at the core of large scale AI data center buildouts.
See our latest analysis for Broadcom.
The recent AI chip agreements coincide with strong momentum in Broadcom’s shares, with a 30 day share price return of 17.19% and a 1 year total shareholder return of 119.84%, while multi year total shareholder returns are also very large.
If you are looking beyond Broadcom to other names linked to large scale AI buildouts, it is worth checking out 37 AI infrastructure stocks for further ideas in this theme.
With Broadcom shares already up triple digits over the past year and trading at a slight discount to the average analyst target, the key question is…
