By Aditya Raghunath
Publication Date: 2026-01-28 16:30:00
Broadcom Inc logo on building-by Poetra_ RH via Shutterstock
The artificial intelligence infrastructure race is heating up, and Broadcom (AVGO) is projected to retain its leadership as an AI server compute ASIC design partner with 60% market share in 2027, according to Counterpoint Research.
As tech giants like Alphabet (GOOGL) (GOOG), Amazon (AMZN), Microsoft (MSFT), and Meta (META) accelerate their shift toward custom AI chips, the entire ASIC market is poised for explosive growth.
AI server compute ASIC shipments are expected to triple by 2027 as hyperscalers build out massive infrastructure to support their AI ambitions. This surge is driven by the rampant demand for specialized chips that power everything from Google’s Gemini models to Amazon’s Trainium clusters and Microsoft’s Maia processors.
What makes this trend particularly…