Veytics Intelligence
2026-09-28 · NASDAQ

Not Nvidia, Not AMD. Broadcom's Custom Silicon Business Is Quietly Becoming an AI Chip Powerhouse

Key Points Broadcom expects AI chip revenue to double over the next couple of fiscal years, driven by its impressive clientele. The company's custom AI chip customers are on track to ramp up the deployment of Broadcom chips. Broadcom offers a mix of growth and value compared to peers such as Nvidia and AMD. 10 stocks we like better than Broadcom › Nvidia (NASDAQ: NVDA) and Advanced Micro Devices are among the leading designers of chips used in artificial intelligence (AI) data centers, which helps explain why both companies have been posting healthy financial growth.

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