Broadcom, Apollo and Blackstone are partnering to deploy over 20 gigawatts of AI compute capacity through 2028.

Gary Black says Broadcom and Marvell are emerging as AI's biggest winners as Wall Street shifts focus from GPUs to custom chips.

Broadcom's AI chip sales are growing rapidly, with a projected $40 billion in revenue this fiscal year and a $73 billion backlog.

Broadcom CEO Hock Tan confirms plans to ship 10 gigawatts of AI compute capacity by 2027, projecting over $100 billion in AI chip revenue across six major

Broadcom CEO Hock Tan extended AI order visibility to 2028, reporting $22.2B in Q2 revenue and $30B in AI bookings alongside a new $35B financing platform.

Broadcom's AI revenue surges 143% to $10.8B in Q2. The chipmaker projects AI revenue to exceed $100B by 2027.

Broadcom says OpenAI and Anthropic are consuming AI compute faster than expected, signaling accelerating infrastructure demand.

Broadcom stock fell Thursday after the tech giant missed Wall Street's lofty estimates with its AI chip sales targets.

Broadcom, Apollo and Blackstone are partnering to deploy over 20 gigawatts of AI compute capacity through 2028.

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