- Broadcom (NasdaqGS:AVGO) is expanding its role in custom AI accelerators and ASIC design for major clients such as Google and OpenAI, supporting rapid growth in its AI semiconductor revenue.
- The company has recently emerged as a key partner in building AI infrastructure, with multiple analysts highlighting its position in AI custom-chip development.
- Broadcom also resolved a legal dispute with Fidelity related to VMware software licensing, removing a potential operational hurdle following the VMware acquisition.
If you are tracking AI infrastructure suppliers, Broadcom (NasdaqGS:AVGO) sits close to the center of the action. The company designs custom AI accelerators and ASICs that help power large scale training and inference for leading cloud and AI platforms. That focus on purpose built silicon places Broadcom in an important niche within the broader semiconductor and data center supply chain.
The recent legal resolution with Fidelity after the VMware acquisition reduces…
