By Abdul Rahman
Publication Date: 2026-02-01 13:30:00
Broadcom Inc. (NASDAQ:AVGO) is one of the best Nancy Pelosi stocks to buy in 2026. On January 28, Counterpoint Research reiterated that Broadcom Inc (NASDAQ:AVGO) leads the competition and is expected to remain the top AI server compute ASIC design partner. The research firm expects the company’s market share in the segment to rise to 60% by 2027 despite emerging competition from the Google-MediaTek alliance.
Broadcom’s edge in the segment will come from AI server compute ASIC shipments among hyperscalers, which will triple between 2024 and 2027. The growth will come amid surging demand for Google’s Tensor Processing Unit (TPU) infrastructure supporting Gemini, continued scaling of AWS Trainium clusters, and volume ramps from Meta Platforms.
The AI server compute ASIC shipments are increasingly shifting from a monopoly dominated by Google and Amazon…
