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AVGOUSnetworkingpublic

Broadcom Inc.

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TSMANETGOOGLTSMMETABYTEDANCEGOOGLMETAMRVLQCOMAVGO
supplier 2customer 4partner 2competitor 2

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recent signals

2026-05-31·AVGO·new product launch
partly pricedmedup

On May 31, 2026, Broadcom announced the industry's first integrated Wi-Fi 8 SoCs and an end-to-end 50G PON edge AI...

On May 31, 2026, Broadcom announced the industry's first integrated Wi-Fi 8 SoCs and an end-to-end 50G PON edge AI product portfolio (source 2).

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window 30devidence 33AVGO $446.77 / 45d n/a
2026-05-30·AVGO·partnership
partly pricedmedup

On May 29, 2026, Chinese tech site ITBear reported that AI startup Anthropic (which recently raised $65B at a $965B...

On May 29, 2026, Chinese tech site ITBear reported that AI startup Anthropic (which recently raised $65B at a $965B valuation, per Yahoo Finance) and investment firm Apollo are launching a $36B transaction leveraging Broadcom's credit to accelerate AI chip deployment.

window 30devidence 83AVGO $446.77 / 45d n/a
2026-05-29·AVGO·partnership
partly pricedmedup

On May 28, 2026, FuriosaAI and Broadcom announced a partnership to build rack-scale inference clusters (source).

On May 28, 2026, FuriosaAI and Broadcom announced a partnership to build rack-scale inference clusters (source).

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window 60devidence 2AVGO $446.77 / 45d n/a
2026-05-28·AVGO·partnership
partly pricedmedup

Broadcom (AVGO) announced a strategic partnership with South Korean AI startup FuriosaAI to develop a rack-scale...

Broadcom (AVGO) announced a strategic partnership with South Korean AI startup FuriosaAI to develop a rack-scale inference platform for hyperscale AI deployments.

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window 60devidence 5AVGO $446.77 / 45d n/a
2026-05-27·AVGO·asic capacity unlock
partly pricedmedup

Broadcom is benefiting from a significant easing of ASIC capacity constraints, according to a Digitimes report (source...

Broadcom is benefiting from a significant easing of ASIC capacity constraints, according to a Digitimes report (source 52).

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window 60devidence 64AVGO $446.77 / 45d n/a
2026-05-26·AVGO·customer renewal
partly pricedmedup

LSEG (London Stock Exchange Group) has renewed its agreement with Broadcom to continue using VMware, as reported by...

LSEG (London Stock Exchange Group) has renewed its agreement with Broadcom to continue using VMware, as reported by Data Center Dynamics on May 25, 2026.

window 15devidence 2AVGO $446.77 / 45d n/a
2026-05-25·AVGO·partnership
partly pricedlowup

On May 25, 2026, Applied Materials announced a strategic partnership with Broadcom (AVGO) to accelerate the development...

On May 25, 2026, Applied Materials announced a strategic partnership with Broadcom (AVGO) to accelerate the development of next-generation AI chip systems, focusing on advanced packaging and process technologies.

window 30devidence 30AVGO $446.77 / 45d n/a
2026-05-21·AVGO·cpo competitive threat
not priced inlowdown

A Digitimes report on May 21, 2026, titled FII challenges Broadcom and Nvidia as CPO race shifts to system integration...

A Digitimes report on May 21, 2026, titled FII challenges Broadcom and Nvidia as CPO race shifts to system integration indicates that Foxconn Industrial Internet (FII) is entering the co-packaged optics (CPO) market, directly challenging Broadcom (AVGO) and Nvidia (NVDA).

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window 60devidence 47AVGO $446.77 / 45d n/a
2026-05-21·AVGO·competitive threat
not priced inlowdown

Digitimes reports that Foxconn Industrial Internet (FII) is challenging Broadcom (AVGO) and Nvidia in the co-packaged...

Digitimes reports that Foxconn Industrial Internet (FII) is challenging Broadcom (AVGO) and Nvidia in the co-packaged optics (CPO) space as the race shifts to system integration.

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window 60devidence 1AVGO $446.77 / 45d n/a
2026-04-08·AVGO·design win
partly pricedhighup

Broadcom has secured significant AI chip deals with Google and Anthropic, with reports indicating a long-term...

Broadcom has secured significant AI chip deals with Google and Anthropic, with reports indicating a long-term partnership to develop Google's custom AI chips through 2031 Anthropic's revenue has surged to a $30 billion run rate, with plans to deploy approximately 3.5GW of AI...

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window 60devidence 236AVGO $446.77 / 45d n/a
2026-04-08·AVGO·capex change neocloud
partly pricedhighup

Broadcom (AVGO) has secured significant AI chip deals with Google and Anthropic, marking a substantial increase in its...

Broadcom (AVGO) has secured significant AI chip deals with Google and Anthropic, marking a substantial increase in its AI-related revenue.

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window 60devidence 236AVGO $446.77 / 45d n/a
2026-03-31·AVGO·design win
partly pricedhighup

Broadcom has secured OpenAI as its newest custom AI chip customer, marking a significant design win for the company.

Broadcom has secured OpenAI as its newest custom AI chip customer, marking a significant design win for the company. This development is expected to positively impact Broadcom's revenue in the coming quarters. Sources: 1 2

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window 60devidence 217AVGO $446.77 / 45d n/a