BR

Silicon · Starter · Team Google

Broadcom

Co-designs custom AI accelerators and sells the Ethernet that links them.

90OVRSuperstarDraft · rated on 4 of 6

Ratings

Broadcom's AI semiconductor revenue was $16.7bn in the quarter to 2 Aug 2026, up 221% year on year, and it co-designs the accelerators for the biggest buyers and builds Google's TPUs.

  • Dominance92draft

    Clear leader of custom accelerators, with AI semiconductor revenue of $16.7bn in the quarter to 2 Aug 2026.

    sourced investors.broadcom.com
  • Momentum98draft

    AI semiconductor revenue rose 221% year on year to $16.7bn, with a $21.7bn guide for the next quarter.

    sourced investors.broadcom.com
  • Leverage88draft

    Co-designs the accelerators for the biggest buyers, builds Google's TPUs, and its switch silicon sits inside many of the networking boxes.

    sourced investors.broadcom.comsourced kucoin.comreported finance.yahoo.com

    Network base 58, judgment +30.

  • Durability78draft

    Its named risks are customers bringing more design in-house and OpenAI's chips arriving late.

    sourced investors.broadcom.com
  • Firepowerunrated

    The Atlas states revenue for Broadcom and no cash, raise, profit or spending commitment.

  • Deal Heatunrated

    The Atlas reports no deal talks, pending deal, listing plan or stated acquisition plan for this company.

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Key figures

$16.7bnAI semiconductor revenue73%Custom accelerators' share

From the Atlas key figure: AI semiconductor revenue $16.7bn, quarter to 2 Aug 2026. Custom accelerators were 73% of AI revenue (third-party summary). Source: investors.broadcom.com.

TickerNASDAQ: AVGO
ListedPublic
HQPalo Alto, California
CEOHock E. Tan

Profile

Co-designs custom AI accelerators and sells the Ethernet that links them.

Silicon · Custom chips for the biggest buyers · Starter

Key figure AI semiconductor revenue $16.7bn, quarter to 2 Aug 2026. Custom accelerators were 73% of AI revenue (third-party summary).

Why it leads Co-designs the accelerators for the biggest buyers and sells the Ethernet that connects them.

What could change it Customers bring more design in-house, or OpenAI's chips arrive late. Racks are planned from the second half of 2026.

sourced investors.broadcom.com

Infrastructure and data centers · Networking · Starter

Key figure AI networking revenue up more than 2.5 times year on year in the quarter to 2 Aug 2026 (third-party summary).

Why it leads Its switch silicon sits inside many of the boxes above.

What could change it Nvidia pushing its own Ethernet silicon.

sourced kucoin.com

Connections

Allies and partners

  • OpenAI in AI models and platforms

    Co-develop and deploy 10 GW of OpenAI-designed accelerators under a signed term sheet. openai.com

    On the map
  • Google

    Builds Google's custom TPUs. Broadcom's CEO said Ironwood TPUs shipped in high volume to Google and Anthropic, and a long-term agreement covers future generations. finance.yahoo.com

    On the map

See Broadcom and its connections on the map →

Sector standing

No. 5 of 32 rated in Silicon

  1. 3Google91
  2. 3TSMC91
  3. 5Broadcom90
  4. 6Arm89
  5. 7Amazon87

No. 2 of 32 rated in Infrastructure and data centers

  1. 1Nvidia93
  2. 2Broadcom90
  3. 3GE Vernova88
  4. 4Foxconn, Quanta, Wistron80
  5. 5Celestica78

Ratings by Claude (draft), 2026-11-02, read from the Atlas data under the ratings rubric.