Broadcom’s $73 billion AI-related backlog and a significant 5th XPU customer with a $1 billion order are both positive ...

Broadcom is upgraded to a 'strong buy,' as recent weakness presents an attractive entry amid robust AI-driven growth and ...

(Reuters) -Broadcom expects artificial intelligence revenue growth for fiscal 2026 to "improve significantly", after securing more than $10 billion in AI infrastructure orders from a new customer, CEO ...

Broadcom's management revealed that the company has a new customer, but won't say who it is. One clue that Broadcom's leadership did provide is that the $10 billion mystery customer is not OpenAI.

A focus on the accelerators, networking, and other components needed to build infrastructures, plus the signing of huge deals like the new $11 billion sale to Anthropic on top of a massive and growing ...