Broadcom Aktie News

Nvidia recently unveiled its new GPU architecture. AMD can grab market share that Nvidia is conceding due to supply constraints.

NVIDIA (NASDAQ:NVDA) has delivered a 23,000% return over the past decade has become the benchmark every tech investor measures against.

Coleman owns two distinct groups of artificial intelligence companies. AI hardware players are still seeing massive demand for their products.

Broadcom holds a $73B+ AI backlog, nearly matching FY25 revenue, providing clear visibility through FY2026 growth. AI revenue is projected to grow 100% YoY, driven by already contracted deliveries rather than uncertain future demand. The AI backlog is diversified across XPUs, networking, optics, switches, embedding Broadcom deeply into data-center infrastructure.

The evolution of AI will form the foundation for the next group of multi-trillionaires. Meta Platforms and Broadcom have AI roots that will help drive future growth.

Broadcom's custom AI computing units are becoming a larger part of its business. Wall Street analysts expect monster growth over the next few years.

Broadcom has a huge opportunity in front of it with custom AI chips. Alphabet's custom TPUs give it a big structural cost advantage.

Nvidia's data center chips are the foundational building blocks of the AI market. Broadcom's chips are helping data centers support those AI applications.