Broadcom set to retain leadership position as AI server compute ASIC partner through 2027: Counterpoint

Broadcom set to retain leadership position as AI server compute ASIC partner through 2027: Counterpoint

By Brandon Evans
Publication Date: 2026-01-27 15:06:00

Broadcom is set to lead AI server compute ASIC design with 60% share by 2027 as hyperscalers scale TPUs/Trainium/Maia.