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.
Hyperscalers, including Google, are increasing orders for Broadcom’s custom AI chips, highlighting demand for tailored silicon.
Anthropic becomes Broadcom’s fourth custom chip customer, expanding the company’s footprint across leading AI model providers.
ARK Invest and other institutional investors have recently added to positions in Broadcom, citing the company’s AI exposure.
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…
