MarketPulse

custom AI accelerators

3 articles
The Motley FoolThe Motley Fool··Keithen Drury

Broadcom's AI Chips Surge 140% as Custom Accelerators Drive $100B Revenue Target

Broadcom's custom AI accelerators grow 140% annually, targeting $100B+ revenue by 2027. Trading at 30x forward earnings, the premium valuation reflects faster growth than Nvidia in the expanding AI chip market.
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BenzingaBenzinga··Erica Kollmann

Micron and Broadcom Seen as AI Winners Through 2027 as Chip Supercycle Accelerates

Analysts maintain bullish views on $MU and $AVGO through 2027, citing explosive AI demand and supply constraints supporting 14% and 47% upside targets respectively.
MUAVGOhyperscalersdata centers
BenzingaBenzinga··Prnewswire

Broadcom Smashes Records With $19.3B Revenue as AI Boom Accelerates Chip Demand

Broadcom reports record Q1 FY2026 revenue of $19.3B, up 29% YoY, with AI revenue surging 106%. Company projects continued acceleration with Q2 guidance of $22B.
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