By Simply Wall St
Publication Date: 2026-02-19 08:18:00
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Broadcom (NasdaqGS:AVGO) reports a record US$73b AI-related backlog tied to its custom accelerators and networking products.
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Hyperscalers, including Google, are increasing orders for Broadcom’s custom AI chips, highlighting demand for tailored silicon.
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Anthropic becomes Broadcom’s fourth custom chip customer, expanding the company’s footprint across leading AI model providers.
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ARK Invest and other institutional investors have recently added to positions in Broadcom, citing the company’s AI exposure.
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Broadcom sits at the center of evolving AI chip supply chains as cloud providers diversify beyond general purpose GPUs.
Broadcom, a major supplier of semiconductors and networking gear, is now closely tied to the build out of AI infrastructure through custom accelerators and high speed connectivity. The US$73b AI backlog and expanding roster of…
