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Broadcom (AVGO) Pairs AI Chip Boom With A Software Security Push
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Broadcom (NASDAQ:AVGO) has drawn significant market attention in 2026 for its custom AI chips.
Still, Meta Platforms (NASDAQ:META) and other major clients are expected to place larger orders once 2027 arrives, and Broadcom has already guided for its AI chip business to grow more than 200% in the current quarter.
That risk helps explain why shares fell sharply after Broadcom’s last earnings report despite results and guidance that pointed to accelerating AI chip sales.
Can the AI chip business scale toward the triple-digit revenue figures management has promised as more customers place orders, and can the software side keep adding capabilities that justify enterprise upgrade cycles independent of the chip narrative?
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