{"city":"Palo Alto","name":"Broadcom","slug":"broadcom","facts":[{"date":"2026-09-15","type":"revenue_band","value":"Greater than $500 million","source":"www.therobotreport.com — 2026-09-15"},{"date":"2026-09-15","type":"setback","value":"CISPE warned of Broadcom's drastic licensing practices and new API restrictions from SAP regarding agentic AI","source":"www.heise.de — 2026-09-15"},{"date":"2026-09-15","type":"setback","value":"Broadcom discontinued VMware migration tools, making customer transitions more difficult and expensive","source":"rss.golem.de — 2026-09-15"},{"date":"2026-09-15","type":"product_launch","value":"Nutanix announced four strategies to manage VMware by Broadcom risk","source":"www.therobotreport.com — 2026-09-15"},{"date":"2026-09-10","type":"deployment","value":"Broadcom's Tomahawk 6 Ethernet switch ASICs are being deployed across AI clusters","source":"The Next Platform"},{"date":"2026-09-10","type":"product_launch","value":"Broadcom's Tomahawk 6 Ethernet switch ASICs are being deployed across AI clusters","source":"The Next Platform"}],"peers":[{"name":"Arm","rank":7,"slug":"arm","score":"100"}],"stage":null,"state":"California","aliases":["Broadcom Inc."],"country":"United States","domains":[{"why":"Broadcom designs and supplies custom AI ASICs, TPUs, XPUs, networking silicon, and licensed chip components and IP for hyperscalers and AI companies.","list":"AI Infra 100","rank":1,"tier":"member","layer":"Chips & accelerators","total":100,"domain":"AI Core","scores":{"gate_ne":["firepower"],"leverage":10,"position":10,"progress":10,"firepower":10,"commercial":10,"deployment":10,"production":10,"technology":10},"edition":"November 2026","segment":"Custom silicon & IP"}],"founded":null,"signals":[{"date":"2026-10-29","header":"Seagate secured Broadcom compatibility approval for its Mozaic high-capacity HDDs.","outlet":"The Elec"},{"date":"2026-10-28","header":"Broadcom will supply Anthropic with $63 billion of XPUs and AI equipment through a chip-leasing SPV.","outlet":"The Elec"},{"date":"2026-10-27","header":"Broadcom arranged a $63 billion financing deal to fund Anthropic’s purchase of Google TPUs.","outlet":"Data Center Dynamics"},{"date":"2026-10-27","header":"Bank of America, Blackstone, Citi, and Morgan Stanley arranged $63 billion to finance Anthropic’s Broadcom-based AI compute capacity.","outlet":"AIM (Analytics India Magazine)"},{"date":"2026-10-27","header":"AI infrastructure stocks rallied after Anthropic’s SEC filing.","outlet":"Caixin"},{"date":"2026-10-27","header":"Blackstone and banks will fund a $63 billion Broadcom chip deal for Anthropic.","outlet":"Tech in Asia"}],"website":"broadcom.com","category":"AI Infra · Chips & accelerators","categories":[{"name":"Custom silicon & IP","domain":"AI Core","parent":"AI Infra · Chips & accelerators"}],"last_round":null,"updated_at":"2026-10-29T10:01:36.39+00:00","facts_total":81,"positioning":"The custom-accelerator (XPU) house for hyperscalers and labs, building Google's TPU, OpenAI's accelerator and others, and the dominant supplier of Ethernet switching for AI clusters; the second pole of the accelerator market after Nvidia.","sub_category":"Custom silicon & IP","signals_total":159,"url":"https://www.frontiertechintelligence.com/companies/broadcom","title":"Broadcom · ai core, Palo Alto, California, United States · scores, facts and signals · Frontier Tech Intelligence","description":"Broadcom designs and supplies custom AI ASICs, TPUs, XPUs, networking silicon, and licensed chip components and IP for hyperscalers and AI companies. AI Infra 100 rank 1 (score 100) 159 signals and 81 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}