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The Latest Breaking News from Broadcom

Cover Story: U.S. and Chinese Chipmakers Tread Different Paths in AI Gold Rush

As U.S. tech giants pursue compute-heavy infrastructure, China bets on power in numbers with homegrown innovation and modular design

Can This AI Stock Dethrone Nvidia by 2030?

Can This AI Stock Dethrone Nvidia by 2030?

Broadcom is no longer a background player. It is in the spotlight.

Broadcom Stock Could Soon Generate $100 Billion in AI Revenue Each Year. Should You Buy AVGO Now?

Broadcom Stock Could Soon Generate $100 Billion in AI Revenue Each Year. Should You Buy AVGO Now?

J.P. Morgan says current estimates are not generous enough based on the AI revenue potential.

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Broadcom Secures $460 Price Target, Implying +30% Upside

After its OpenAI deal, analysts are lifting their Broadcom price targets. Most recent targets see shares moving to $400 or higher. One analyst sees +30% upside.

Broadcom Set To Skyrocket With Momentum Gains Fueled By OpenAI Accelerator Deal

Broadcom Inc. (NASDAQ:AVGO) is poised for explosive growth, with its momentum ranking surging in the latest Benzinga Edge Stock Rankings report amid an AI-fueled partnership with OpenAI.

OpenAI Big Chip Orders Dwarf Its Revenues -- For Now

OpenAI is ordering hundreds of billions of dollars worth of chips in the artificial intelligence race, raising questions among investors about how the startup will finance these purchases.

International Business Times

Meta joins Nvidia, OpenAI, and AMD to launch Ethernet for Scale Up Network - ESUN competes with InfiniBand but will work with Ultra Ethernet Consortium

A new OCP initiative unites major tech firms to develop open Ethernet standards for AI data centers, challenging InfiniBand’s dominance.

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This is the fastest Ethernet card ever produced - Broadcom Thor Ultra 800G NIC uses PCIe Gen6 x16 and will only be used in AI data centers

This is the fastest Ethernet card ever produced - Broadcom Thor Ultra 800G NIC uses PCIe Gen6 x16 and will only be used in AI data centers

Broadcom’s Thor Ultra 800G Ethernet card uses PCIe Gen6 to enhance AI data center performance through open-standard, high-speed, secure networking.

Samsung will help Nvidia build custom non-x86 CPUs and XPUs in a bid to stave off competition from OpenAI, Google, AWS, Broadcom, Meta, and its other key partners

Samsung will help Nvidia build custom non-x86 CPUs and XPUs in a bid to stave off competition from OpenAI, Google, AWS, Broadcom, Meta, and its other key partners

Nvidia partners with Samsung Foundry to expand NVLink Fusion, embedding custom silicon across AI data centers while controlling ecosystem access.

Robots that can automatically refill liquid cooling systems unveiled at OCP Summit - and yes, that sort of has Matrix vibes to it

Robots that can automatically refill liquid cooling systems unveiled at OCP Summit - and yes, that sort of has Matrix vibes to it

Firms unveil robotic and AI-driven cooling and power innovations to optimize data centers.

Broadcom ushers Wi-Fi 8 era with a bunch of chipsets that will come to a Mesh router near you in 2026

Broadcom ushers Wi-Fi 8 era with a bunch of chipsets that will come to a Mesh router near you in 2026

Broadcom unveils its new Wi-Fi 8 platform, offering open licensing and telemetry features.

Broadcom Inks OpenAI Deal: Why It's A Huge Win for AVGO Stock

Broadcom Inks OpenAI Deal: Why It's A Huge Win for AVGO Stock

Broadcom just added ChatGPT maker OpenAI to its list of high-profile AI customers. Many analysts now see shares going to $400 or more.

Is Broadcom Stock Overvalued in October 2025?

Is Broadcom Stock Overvalued in October 2025?

AVGO is red hot after Broadcom announced an OpenAI deal. However, shares trade at a forward P/E near 65x.

US Chip Stocks Tumble As Trade Tensions With China Heat Up

US Chip Stocks Tumble As Trade Tensions With China Heat Up

Semiconductor equities faced sharp selling pressure on Friday, with shares of Nvidia Corporation (NASDAQ:NVDA), Broadcom Inc. (NASDAQ:AVGO), Marvell Technology, Inc. (NASDAQ:MRVL), Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM), Intel Corporation (NASDAQ:INTC), Arm Holdings plc (NASDAQ:ARM), and Micron Technology, Inc. (NASDAQ:MU) all trading lower amid intensifying geopolitical friction between Washington and Beijing.

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The first Wi-Fi 8 wireless router you can actually touch and see will be built by a company you've probably never heard of

Sercomm partners with Broadcom to build the first real Wi-Fi 8 router, years ahead of certification.

Who Benefits From AI Spending? JP Morgan's Top Picks

Strong artificial intelligence (AI) and hyperscale demand are driving significant growth for semiconductor companies, with Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), and Broadcom (NASDAQ:AVGO) poised to benefit from expanding data center and AI infrastructure investments.

As Broadcom becomes its latest major ally, this graph shows how OpenAI made itself too big to fail by securing hundreds of billions from the world's largest tech companies

Broadcom joins Nvidia, AMD, and Microsoft in OpenAI’s trillion-dollar AI infrastructure collaboration revealed in social media image.

What Is Going On With Nvidia, Broadcom Stocks On Thursday?

Artificial intelligence (AI) chip players Nvidia (NASDAQ:NVDA) and Broadcom (NASDAQ:AVGO) gained on Thursday in tandem with the AI frenzy, with contract chipmaker Taiwan Semiconductor Manufacturing Co.’s (NYSE:TSM) upbeat quarterly earnings being the latest to reinforce investor optimism over the sector.

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Nvidia, Marvell, Broadcom Bounce Back After ASML Earnings Boost Investor Confidence

Artificial intelligence chipmakers Nvidia (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO), Advanced Micro Devices (NASDAQ:AMD), Marvell Technology (NASDAQ:MRVL), and Super Micro Computer (NASDAQ:SMCI) rebounded on Wednesday following a brief profit-taking selloff.

Tom’s Hardware

Report: Arm developing custom CPU for OpenAI's in-house accelerator — core IP would underpin 10GW of installed AI capacity

OpenAI is reportedly working with SoftBank-owned Arm on a new CPU to complement the custom AI accelerator it is co-developing with Broadcom.

Broadcom's AI Pivot Could Unlock $400 Breakout — But The Street's Still Catching Up

Broadcom Inc (NASDAQ:AVGO) has long been seen as a steady cash generator with a reliable dividend. But the buzz around its OpenAI tie-up signals something bigger.

Broadcom's 10GW AI Deal With OpenAI Could Generate Up To $300 Billion Revenue, Analysts Highlight Growth From Custom Silicon And Networking Solutions

Broadcom (NASDAQ:AVGO) and OpenAI have launched a multi-year partnership to deploy 10 gigawatts of custom artificial intelligence silicon and rack-level systems, integrating compute Application-Specific Integrated Circuits (ASICs) along with Broadcom's Ethernet, Peripheral Component Interconnect Express (PCIe) and optical connectivity solutions. The deal expands beyond compute chips to networking silicon and…

Stocks Turn Mixed as Walmart-OpenAI Deal Pushes Dow Higher

The S&P 500 Index ($SPX ) (SPY ) today is up 0.09%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up 0.54%, and the Nasdaq-100 Index ($IUXX ) (QQQ ) is down -0.25%. December E-mini S&P futures (ESZ25 ) are up 0.06%, and December E-mini Nasdaq futures (NQZ25...

Stocks Fall as US-China Trade Conflict Escalates

The S&P 500 Index ($SPX ) (SPY ) today is down -0.99%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is down -0.86%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.37%. December E-mini S&P futures (ESZ25 ) are down -1.00%, and December E-mini Nasdaq futures...

Broadcom To Rally More Than 12%? Here Are 10 Top Analyst Forecasts For Tuesday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

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