By Simply Wall St
Publication Date: 2026-01-24 22:10:00
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In recent weeks, Broadcom has deepened its role in the AI buildout, winning large custom accelerator and networking deals with hyperscalers such as Google, Meta, OpenAI and securing new VMware-related government and cloud agreements while institutional investors like Cathie Wood’s Ark Invest bought about US$50.74 million of its shares.
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Together with very strong AI semiconductor demand and an order backlog that includes tens of billions of AI-related contracts, these developments reinforce Broadcom’s position as a core supplier of custom silicon and infrastructure software at the center of the AI infrastructure boom.
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Next, we will examine how this intensifying demand for Broadcom’s custom AI chips and networking solutions shapes its investment narrative.
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