Broadcom’s Growing Role Powering Hyperscaler Custom AI Chip Infrastructure

Broadcom is projected to dominate the custom AI chip market as hyperscalers expand internal AI chip programs. Microsoft, Google, Amazon, and Meta are reported as key customers for Broadcom's custom AI server compute ASICs. Broadcom is said to hold about 60% projected market share in AI server compute ASICs by 2027, with expectations of tripling ASIC shipments. The company is a primary supplier for Microsoft's Maia AI chip initiatives and is linked to multi year AI infrastructure...