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Dive Brief:
- Broadcom reaped the rewards of 2025’s AI building boom, as its revenues for AI hardware grew 65% year over year to $20 billion for the 12-month period ending Nov. 2, CEO Hock Tan said Thursday, during a Q4 2025 earnings call. The chipmaker’s semiconductor segment logged more than $11 billion in Q4 revenues, increasing 35% year over year.
- Semiconductors and related hardware accounted for the lion’s share of Broadcom’s 2025 business, despite the company’s $61 billion acquisition of virtualization software vendor VMware two years ago. The hardware segment brought in $37 billion of the company’s $64 billion in FY 2025 revenues, even as non-AI semiconductors growth flattened.
- “AI is…