Broadcom Inc. (NASDAQ:AVGO) generates substantial cash, but how should investors size the risk it takes when a customer's compute leases need backing? The company ranks sixth in our 10 Best AI Infrastructure Stocks to Buy for the Long Term, despite having more hedge-fund holders than all but three companies on the list. The key concern for AVGO is how much financial exposure it faces if the customer struggles to meet its lease obligations.Broadcom’s $29 Billion AI Backstop: How Much Risk Does the Cash Flow Cover? Photo by Sergei Starostin on Pexels The maximum is not the expected bill Broadcom's quarterly filing for the period ended August 2 describes a backstop covering a customer's five-year lease obligations.
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