Right, so everyone’s losing their minds over AI, predictably. Spending’s up, chip clusters are getting…well, clustered. A million chips. Honestly, it sounds less like progress and more like a digital hoarding situation. But, fine. Let’s talk about Broadcom. Because apparently, someone needs to profit from all this silicon excess. And they’re…positioned. That’s the word, isn’t it? Positioned.
Broadcom makes the stuff that moves the data. Networking tech. Ethernet switches, DSPs, all that jazz. Basically, the digital plumbing. And when you cram a million chips into a room, you need some seriously good plumbing, or everything just…backs up. Like my life, really. They’re market leaders in this, apparently. Which means they’re charging a premium. Naturally.
They’ve got this new switch, the Tomahawk 6. Sounds…aggressive. Designed for these mega-clusters. Revenue was up 60% last quarter. Sixty percent! It’s almost suspicious. I mean, are we sure these clusters are actually doing anything useful, or are they just generating heat and inflating stock prices? Don’t answer that.
A leader in custom chips
Okay, so the GPUs are expensive. Nvidia’s laughing all the way to the bank, while everyone else is scrambling for alternatives. Enter XPUs. Application-specific integrated circuits. Basically, hardwired chips designed to do one thing, and do it well. Or, you know, appear to do it well. Hyperscalers—those lovely people who own all the data—are starting to build their own. Saves them money, apparently. Or just shifts the cost elsewhere. It’s always somewhere.
Broadcom builds these things for them. They helped Alphabet with their TPUs. Hugely successful, they say. Though, frankly, I still mostly use Google to look up cat videos. They’ve also got Anthropic ordering $21 billion worth of chips. Twenty-one billion! It’s obscene, really. And Meta and OpenAI are getting in on the action, too. Everyone wants their own bespoke AI brain. It’s a bit narcissistic, isn’t it?
They’re projecting over $100 billion in XPU revenue by 2027. A hundred billion! That’s more than they made in the last year, by a significant margin. It’s…ambitious. And, let’s be honest, probably optimistic. But hey, who am I to judge? I’m just a cynical observer, watching the world burn one stock at a time. They’ll need all that networking gear, of course. Which means more money for Broadcom. It’s a neat little cycle, isn’t it? Explosive growth, they call it. I call it a bubble waiting to burst. But, you know, maybe—just maybe—this time it’s different. Though I wouldn’t bet on it.
Read More
- 20 Movies Where the Black Villain Was Secretly the Most Popular Character
- Top 20 Dinosaur Movies, Ranked
- 25 “Woke” Films That Used Black Trauma to Humanize White Leads
- Gold Rate Forecast
- Silver Rate Forecast
- 22 Films Where the White Protagonist Is Canonically the Sidekick to a Black Lead
- Can AI Lie with a Picture? Detecting Deception in Multimodal Models
- Top 10 Coolest Things About Invincible (Mark Grayson)
- When AI Teams Cheat: Lessons from Human Collusion
- From Bids to Best Policies: Smarter Auto-Bidding with Generative AI
2026-03-24 22:23