B

Broadcom

InfrastructureBig TechChips

Designs custom AI accelerators (TPUs for Google, Trainium for Amazon) and dominates AI networking (Tomahawk, Jericho switches). VMware acquisition makes it an AI infrastructure giant.

USPalo Alto, CA, USAFounded 1961AVGO
Valuation
$900.0B
Total Raised
TBD
Revenue (ARR)
$56.0B
P/S Ratio
16.1x
Employees
37K
Custom AI ASICsTomahawk 5Jericho3-AIVMware Cloud FoundationEthernet Fabric

FY2025 revenue ~$56B including VMware. AI semiconductor revenue $12B+, growing 3-4x YoY.

Mindshare
0.3%
7d
5bps
GMI40/100Moderate
Sentiment48% Neutral
Active narratives
custom-siliconnetworkingasic
Attention premium0.10x(under the radar)
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