AI Index / Broadcom Inc.
Broadcom Inc. (AVGO)
Semiconductor Solutions ($8.4B, 56%): AI semiconductors (~$4.4B) from custom XPUs and Ethernet AI networking (Tomahawk/Jericho/NICs). AI: direct, primary growth driver. Non-AI semis (~$4B): broadband, enterprise networking, server storage, wireless, industrial. AI: minimal. Infrastructure Software ($6.6B, 44%): VMware/VCF subscriptions as customers convert from perpetual licenses. AI: indirect—VCF enables private-cloud AI apps, but growth is driven by subscription migration. Overall, ~30% of total revenue is direct AI and rising.
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AI networking, which is based on Ethernet... remains the preferred choice by our hyperscale customers. Our networking portfolio of Tomahawk switches, Jericho routers and NICs is what's driving our success within AI clusters in hyperscalers.
- Hock E. Tan
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Quotes from broadcom Executives About Artificial Intelligence and Generative AI
Tomahawk 6 enables clusters of more than 100,000 AI accelerators to be deployed in just 2 tiers instead of 3. This flattening of the AI cluster is huge because it enables much better performance in training next-generation frontier models through a lower latency, higher bandwidth and lower power.
- Hock E. Tan
Turning to XPUs or custom accelerators. We continue to make excellent progress on the multiyear journey of enabling our 3 customers and 4 prospects to deploy custom AI accelerators.
- Hock E. Tan
As we had articulated over 6 months ago, we eventually expect at least 3 customers to each deploy 1 million AI accelerated clusters in 2027, largely for training their frontier models.
- Hock E. Tan
We forecast AI semiconductor revenue to be $5.1 billion, up 60% year-on-year, which would be the 10th consecutive quarter of growth.
- Hock E. Tan
Training makes your frontier models smarter... you want to monetize inference... to justify all the spending they're doing.
- Hock E. Tan
And what we're doing now is giving you more visibility into where we're seeing '26 headed.
- Hock E. Tan