Broadcom (NASDAQ:) trades near $390.24, up 2.42% on the day, approaching its 52-week high of $403.00, with a market capitalization of $1.84 trillion. The company enters its FQ4 2025 earnings in a position of record strength, driven by surging demand for AI accelerators, custom silicon, and networking chips that power the world’s largest data centers. Wall Street forecasts revenue of $17.5–$17.7 billion, a 24% year-over-year increase, and EPS growth of 32%, underlining Broadcom’s ability to expand margins faster than revenue.
With the AI infrastructure race intensifying between NVIDIA (NASDAQ:), AMD (NASDAQ:), and Broadcom, the company has established itself as a central hardware supplier to hyperscalers investing hundreds of billions into compute infrastructure.
Broadcom’s most significant milestone in 2025 is its 10-gigawatt (GW) AI accelerator and networking deal with OpenAI, projected to exceed $100 billion in lifetime value. Deliveries will begin in H2 2026 and continue…
