Broadcom
The quiet giant of custom AI silicon and the switch chips inside every fabric.
You're looking at a company record: what this company does in the AI stack, and every chip, technology, facility and company it's linked to below.
Quotes are delayed/indicative; research only, never investment advice.
Photo: Coolcaesar · CC BY-SA 4.0 · Wikimedia Commons
Broadcom co-designs the hyperscalers' in-house accelerators — Google's TPU line most famously, with Meta and others as disclosed custom-ASIC customers and an OpenAI partnership announced in 2025 — while its Tomahawk and Jericho switch silicon underpins AI Ethernet fabrics everywhere. Its AI semiconductor revenue guidance kept re-rating upward through 2025, making it the second-most valuable chip company after NVIDIA.
How this connects to the rest of the stack
This record's links at a glance — click a group to jump to it.
Supplier to
Partner of
Related
Sources
Record reviewed as of 2026-01-15 — see Methodology.