Broadcom (AVGO) is a publicly traded Networking & Custom Silicon company founded in 1961 and based in San Jose, USA.
| Date | Stage | Amount | Valuation | Lead investors |
|---|---|---|---|---|
| Aug 6, 2009 | IPO | $648M | — | — |

Broadcom could lend Anthropic $42B for compute infrastructure, Nvidia plans $100B OpenAI investment, AMD issues debt — highlighting the massive capital flows behind AI infrastructure buildout.

AI server and inference spending is growing rapidly, absorbing budget from legacy enterprise IT across multiple tracked chip vendors.

Tom's Hardware runs an AI Chip Design Week series, including an interview with OpenAI hardware VP Richard Ho on the Jalapeño inference ASIC co-developed with Broadcom.

OpenAI details its custom Jalapeno inference ASIC at Hot Chips, built for internal use but with potential for future broader rollout.
Co-designed, application-specific AI chips that Broadcom builds for hyperscalers, most notably Google's TPU line, along with custom silicon for Meta and other large customers. Broadcom supplies the compute IP, SerDes, packaging, and design expertise to turn a customer's architecture into manufacturable silicon. This custom-XPU business is the core of Broadcom's surging AI revenue and the leading merchant alternative to buying Nvidia GPUs.
High-radix data-center switching silicon: the Tomahawk family pushes the highest switching bandwidth (multi-Tbps) for AI/cloud fabrics, while Jericho adds deep buffering and routing for scale-out networks. As AI clusters grow to tens of thousands of accelerators, this networking silicon is essential to interconnect them, making Broadcom a central supplier of the Ethernet backbone competing with Nvidia's InfiniBand.
An integrated private-cloud software stack (compute, storage, networking, and management) acquired in Broadcom's $69B VMware purchase. Repackaged into a subscription-led VMware Cloud Foundation offering, it lets enterprises run cloud-style infrastructure in their own data centers. VMware is the heart of Broadcom's large infrastructure-software segment, diversifying the company well beyond chips.
A broad portfolio of physical-layer connectivity products—optical transceivers and DSPs, fiber-optic components, PCIe switches and retimers, and RF front-end filters (FBAR) used in flagship smartphones. These parts move data within and between systems at high speed and underpin both AI-cluster optics and Broadcom's long-standing wireless business, rounding out its semiconductor solutions franchise.