Broadcom: Where AI And Hyperscalers Converge - Seeking Alpha

Jan 24, 2025 · Broadcom: Where AI And Hyperscalers Converge. Jan. 24, 2025 7:24 AM ET ... I contribute to Seeking Alpha as an outlet to share my AI and machine learning insights through …

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Broadcom's 2027 Guidance Valuing It Higher Than Nvidia

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Dec 28, 2024 · Summary. Broadcom's custom silicon market opportunity, particularly in AI XPUs, has excited the market, projecting a $60B-$90B SAM by 2027 from three hyperscalers.

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Broadcom Hits $1 Trillion. Can It Continue Its Rally In 2025?

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Jan 1, 2025 · The stock market has seen multiple companies hit the $1 trillion mark in valuation in the past few years, the latest one being semiconductor company Broadcom (AVGO …

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How Broadcom (AVGO) Became An AI Giant - InvestingChannel …

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Dec 17, 2024 · Source: Seeking Alpha. Broadcom’s profitability metrics stand out in several areas. Its 75.2% gross margin nearly matches Nvidia’s 75.9% while far exceeding AMD’s …

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Broadcom Stock: A Golden Buying Opportunity On The

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4 days ago · Despite DeepSeek-related stock decline, Broadcom's contractual commitments and AI demand suggest robust future performance, with a price target of $247-$263 based on …

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Broadcom Soars Past $1tn As Chipmaker Projects ‘massive’ AI Growth

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Dec 13, 2024 · Broadcom vaulted past $1tn in market value on Friday for the first time after the chipmaker posted huge gains in artificial intelligence revenues and projected “massive” growth …

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Nvidia Loses $589B In Market Cap As Tech Stocks Fall ... - Seeking …

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5 days ago · Broadcom tumbled (NASDAQ:AVGO) about 19%, while Nvidia (NASDAQ:NVDA), ASML , AMD and Qualcomm fell 16%, 7%, 6%, respectively. Nvidia's loss in market cap is the …

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Broadcom Eyes $12B In AI Chip Revenue For 2024, Hyperscaler …

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Sep 13, 2024 · Dr. Kawwas expects increased spending by the large Tier-1 hyperscalers will drive growth in Broadcom’s AI semiconductor business in fiscal 2025. Broadcom has positively …

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FAQs about Broadcom: Where AI And Hyperscalers Converge - Seeking Alpha Coupon?

Who are the hyperscalers working with Broadcom?

This means it is Google, Meta and probably Amazon or Microsoft that are the hyperscalers working with Broadcom. There are three major hyperscaler customers, Broadcom also said that it had landed orders from two more ‘hyperscalers and is in advanced development for their own next-generation AI XPUs.’ ...

Why has Broadcom stock soared higher in 2024?

Play(22min) Summary Broadcom's stock has surged higher in 2024, driven by the promise of synergies from the VMware acquisition and robust AI revenue growth. AI networking revenue soared 158% year-on-year in its fiscal fourth quarter, bolstered by increased AI XPU shipments and significant growth in AI connectivity revenue. ...

Does Broadcom have a hyperscaler Xpu?

There are three major hyperscaler customers, Broadcom also said that it had landed orders from two more ‘hyperscalers and is in advanced development for their own next-generation AI XPUs.’ It was rumored that ByteDance and OpenAI teamed up with Broadcom to develop their AI chips. Broadcom, of course, does not mention names. ...

What is Broadcom's AI outlook for Avgo?

Broadcom unleashed a three-year AI outlook that likely stunned even the most bullish AVGO investors, which sent the stock surging. Management projected AI SAM of $60B-$90B by 2027, as hyperscalers seek custom AI chips to diversify their reliance on Nvidia. ...

Does Broadcom have AI revenue?

AI revenue now accounts for 41% of Broadcom's total semiconductor revenue. This is a considerable shift that may accelerate in the coming years. This surge is based on the increasing demand for custom AI accelerators (XPUs) and networking products. ...

Is Broadcom a good company to invest in artificial intelligence (AI)?

Further, Broadcom's semiconductor business with its involvement in AI has led to high growth. The company has capitalized on the AI boom and its AI revenue grew by 220% YoY in FY24 (from $3.8B to $12.2B). AI revenue now accounts for 41% of Broadcom's total semiconductor revenue. This is a considerable shift that may accelerate in the coming years. ...