Broadcom AI Warning: 65% Margins vs Custom Chips
Broadcom crushed Q4 earnings with \$18B revenue and 74% AI growth, yet shares plunged 10.7%. This report breaks down the margin compression paradox - why booming AI chip sales can hurt profitability.
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Broadcom's AI Surge: Why Custom Silicon is the New Gold Standard
Broadcom has confirmed what industry insiders suspected: the custom silicon revolution is here. With AI chip sales doubling and a $30B target for 2026, the company is proving that Nvidia isn't the only winner in the AI infrastructure buildout.