AI Index / Broadcom Inc.
Broadcom Inc. (AVGO)
Broadcom's main revenue sources are Semiconductor Solutions ($8.2B, 55% of Q1 revenue) and Infrastructure Software ($6.7B, 45%). Within semiconductors, AI-related products (XPUs and networking for hyperscalers) contributed $4.1B in Q1 (50% of segment revenue), driven by strong demand from major cloud providers for AI data center hardware. Non-AI semiconductors include wireless, broadband, storage, and industrial chips with flat or declining performance. Infrastructure software is primarily VMware-driven; a small but growing part supports enterprise on-prem AI workloads via VMware Private AI Foundation. Overall, AI products contribute substantially to Broadcom’s revenue.
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Growth was driven by AI, as AI revenue of $4.1 billion was up 77% year on year.
- Hock Tan
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Quotes from broadcom Executives About Artificial Intelligence and Generative AI
We are stepping up our R&D investment on two fronts. One, we're pushing the envelope of technology in creating the next generation of accelerators. We're taping out the industry's first two-nanometer AI XPU packaging 3.5D, as we drive towards a 10,000 teraflops XPU.
- Hock Tan
Beyond these three customers, we had also mentioned previously that we are deeply engaged with two other hyperscalers in enabling them to create their own customized AI accelerator.
- Hock Tan
...the trend towards XPUs is a multiyear journey. So coming back to 2025, we see a steady ramp in deployment of all our XPUs and networking products.
- Hock Tan
...we have doubled the radix capacity of this existing Tomahawk 5... We have taped out our next-generation 100 terabit Tomahawk 6 switch running 200G SerDes and 1.6 terabit bandwidth.
- Hock Tan
...the two additional hyperscalers have selected Broadcom to develop custom accelerators to train their next-generation Frontier models.