AVGO
Broadcom (AVGO)
Less famous than Nvidia, Broadcom sits in almost every large data centre as a networking supplier and as a design partner for custom AI chips.
- Ticker
- AVGO
- Börs
- Nasdaq
- Huvudkontor
- Palo Alto, Verenigde Staten
- Grundat
- 1961
- Roll i AI-kedjan
- Chip
Indikativ, fördröjd kurs. Ingen investeringsrådgivning.
Two companies in one
The semiconductor arm ships networking chips, storage components and custom accelerators co-designed with cloud providers.
A large software arm sells virtualisation and security products on multi-year contracts.
Why custom silicon grows
Hyperscalers do not want to depend on a single vendor. An in-house accelerator lowers cost per model and improves bargaining power.
Networking benefits regardless: more chips working together means more bandwidth between racks.
Risks
Few but very large customers. A strategy shift at one cloud provider shows up immediately in the order book.
Vanliga frågor
Is Broadcom a Nvidia competitor?
Partly. It helps customers build their own accelerators while selling networking chips for Nvidia-based systems.
What are custom accelerators?
Chips designed for one customer's workloads, often cheaper per task than off-the-shelf GPUs.
Why does the software arm matter?
It provides recurring revenue that offsets the cyclical chip market.
Detta är redaktionell information, inte investeringsrådgivning.