Broadcom: Networking/ASICs Giant and The Second Largest by AI Revenue

Broadcom has greatly outperformed the FAANGs over the past decade yet is rarely discussed as one of the market’s top-performing stocks. The ticker certainly does not participate in a catchy acronym. Broadcom is reporting the second highest AI revenue on the stock market today, accounting for 16.1% at $1.5 billion, up from the July quarter at $1 billion and 11.3% of revenue. In this analysis, we look at AI networking, custom silicon and the VMware acquisition.

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