Broadcom supplies custom AI chips to Google, Meta, and OpenAI · P/E25times
Broadcom supplies custom ASICs (application-specific semiconductors) to Google, Meta, OpenAI, and Anthropic. 2025AI chip revenue was 200billion dollars, up 65% year over year, and the company was reported to project 2027up to 1,000billion dollars in scale. Its current forward P/E is around 25times, lower than Nvidia's.
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Broadcom supplies custom AI chips (ASICs) to major technology companies, including Google, Meta, OpenAI, and Anthropic. These supply relationships directly connect the company's AI business with these customers.
According to reports, Broadcom's AI accelerator revenue 2025fiscal year grew 65% year over year to 200billion dollars. The same material pointed out that the growth rate has recently been expanding rapidly.
The report also presented a projection that AI chip revenue 2027fiscal year is expected to reach 1,000billion dollars. This figure shows expectations for growth in overall scale.
Broadcom's market value was reported to trade at a multiple of earnings on a forward basis,25The article added that this figure was lower than Nvidia's.
The same report also noted that Broadcom's earnings per share (EPS) was projected to2028grow at an average annual rate through66year. It explained that the assumed growth rate was relatively high.
In summary, the report's key facts were identified as the supply of custom ASICs, an aggressive growth outlook, and a relatively low forward P/E figure.
Sources: The Motley Fool
Bullstory synthesized this report from the linked sources. AI may have assisted the writing process. Check the original reports for factual confirmation.