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“Broadcom, where the company entered 2026 with 73 billion in signed AI orders, locking in 18 to 24 months of committed revenue with the five largest AI spenders in the world before the year even started.”
“AI happened to go from a footnote to $8 billion just last quarter, which is 43% of total revenue for Broadcom.”
“Broadcom Aago, right? Oh my gosh. Stock's up $740% the past 5 years.”
“The big news that I saw today was Meta Platforms. Meta Platforms today announced that they are going to continue to build AI chips with Broadcom.”