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$10 Billion Mega-Order and Long-Term Visibility
Broadcom CEO Hock Tan revealed that the company added a crucial new customer for fiscal year 2026, bringing in over $10 billion in AI infrastructure orders. Bank of America (BofA) even pointed out that visibility for some of Broadcom's custom AI chip orders now extends all the way out to 2031.
Latest Developments
April 2026: Broadcom announced an expanded partnership with Meta to deploy multiple gigawatts of Meta's in-house custom chips (MTIA).
May 27 (2026): Broadcom just announced a comprehensive, deep collaboration with the rising South Korean AI star FuriosaAI, utilizing Broadcom's advanced packaging platform to build next-generation 2nm large model inference chips.