Semiconductors
Broadcom
Broadcom is a semiconductor and infrastructure software company with important positions in networking technologies and custom silicon used across advanced data-center infrastructure. Broadcom was founded, later becoming a critical supplier of networking technology and custom AI silicon. Broadcom guided full-year FY2026 AI semiconductor revenue to approximately $56 billion, up roughly 180% over FY2025, after disclosing a long-term custom TPU and networking agreement with Google and an expanded Anthropic TPU deal.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Earnings-call mentions
Mentioned by QuantumScape
“He has broad experience across the semiconductor and data center industries, serving at Broadcom, SanDisk, Micron, Marvell and most recently MediaTek.”
SEC 8-K exhibit (0001193125-26-312423) · Jul 22, 2026
Federal contract disclosures
Department of Defense — $500: SCALABLE HOMELAND INNOVATIVE ENTERPRISE LAYERED DEFENSE (SHIELD) INITIAL ORDER.
USAspending.gov · Jan 21, 2026
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
4 sources · 1 government/SEC filing · 81% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Broadcom Inc. FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- Broadcom Inc., SEC Form 8-K filing — Broadcom's SEC filing confirms expanded custom TPU and networking agreements with Google and Anthropic82% source confidence
- CNBC / Broadcom Q2 FY2026 earnings — Broadcom guides to $56B in FY2026 AI semiconductor revenue, projects over $100B in 202780% source confidence
- Bloomberg / Apple Newsroom — Broadcom extends Apple chip partnership to 2031, partners with Standard Chartered on private cloud68% source confidence
Latest Activity
- FilingBroadcom filed an 8-K (items 8.01)8-K
Insider Filing Activity
Direction/size reflects a sample of the most recent filings, not every Form 4 in the window · sourced from SEC EDGAR · as of Jul 28, 2026
Insider Timing
An insider disposed of 25,000 shares on Jul 10, 2026 — 9 days after a recorded milestone: “Q2 FY2026 revenue up 48%, AI semiconductor revenue up 143%”
Timing correlation only — not evidence of a causal link
An insider disposed of 500 shares on Jul 10, 2026 — 9 days after a recorded milestone: “Q2 FY2026 revenue up 48%, AI semiconductor revenue up 143%”
Timing correlation only — not evidence of a causal link
An insider disposed of 25,000 shares on Jul 8, 2026 — 7 days after a recorded milestone: “Q2 FY2026 revenue up 48%, AI semiconductor revenue up 143%”
Timing correlation only — not evidence of a causal link
Dependency Map
What Broadcom depends on below, and who depends on Broadcom above — click any node to make it the new center, 5 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Emerging Signals
Custom AI Infrastructure Growth
Very HighLarge-scale artificial intelligence deployments are increasing demand for custom silicon and advanced networking technologies.
Market Intelligence
UnverifiedCredibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.
Unconfirmed identity of a widely-reported additional XPU customer
38% confidenceBeyond its confirmed custom-AI-chip (XPU) customers — Google, Meta, ByteDance, Fujitsu, and OpenAI — Broadcom is widely reported in the press and by analysts to have signed at least one more major hyperscale customer whose identity remains unconfirmed, with Apple and SoftBank/Arm cited as the leading candidates.
Broadcom's own semiconductor president joked on CNBC that OpenAI 'has not given me that PO yet' in response to questions about the mystery customer, without naming who actually had — the company has declined to confirm the additional customer's identity on the record.
Tom's Hardware · May 1, 2026
Reported $35B financing talks with Apollo and Blackstone
35% confidenceApollo and Blackstone are reportedly in talks to provide roughly $35 billion in financing tied to Broadcom's AI infrastructure buildout commitments.
Reported by financial press citing people familiar with the discussions; none of the three firms has confirmed a signed financing arrangement.
Financial press (via Yahoo Finance) · Jun 1, 2026
Broadcom's Timeline
A sourced, dated history of Broadcom's key moments — founding to present.
Jan 2026 · $56B AI semiconductor revenue guidance
Broadcom guided full-year FY2026 AI semiconductor revenue to approximately $56 billion, up roughly 180% over FY2025, after disclosing a long-term custom TPU and networking agreement with Google and an expanded Anthropic TPU deal.
Jun 2026 · Unveils Jalapeno, first custom AI chip with OpenAI
Broadcom and OpenAI unveiled Jalapeno, their first jointly developed custom AI accelerator (ASIC), co-developed from initial design to manufacturing tape-out in roughly nine months -- among the fastest ASIC development cycles achieved in high-performance semiconductors -- offering better performance-per-watt than current state-of-the-art GPUs in early testing, with initial deployment targeted for the end of 2026; Broadcom now counts six core custom-chip customers including OpenAI, Anthropic, Meta and Alphabet.
Jul 2026 · Q2 FY2026 revenue up 48%, AI semiconductor revenue up 143%
Broadcom reported Q2 fiscal 2026 revenue of $22.19 billion (up 47.9% year-over-year) and non-GAAP EPS of $2.44, extending its streak to eight consecutive quarterly EPS beats; AI semiconductor revenue reached $10.80 billion, up 143% year-over-year. The company also extended its custom-chip and connectivity partnership with Apple through 2031 in a deal exceeding $30 billion, and announced a long-term strategic partnership with Standard Chartered to build a private cloud infrastructure foundation.
How These Connections Evolved
How a relationship changed over time, not just its current state — sourced, dated, and traceable.
Broadcom ↔ AI Accelerators
2024–2026
Broadcom's custom AI ASIC and networking silicon business scaled sharply alongside hyperscaler AI data-center buildouts, becoming a key enabler of custom-silicon programs like Google's TPU.
Now
Broadcom develops semiconductor and networking technologies that support large-scale artificial intelligence computing infrastructure.
Broadcom ↔ AI Data Centers
Jan 2024
Broadcom's custom AI ASIC and networking business (Ethernet switch silicon, optical interconnects) scaled alongside hyperscaler AI data-center buildouts, with the segment becoming a key growth driver behind Google's TPU and other custom-silicon programs.
Jan 2025
Broadcom continued expanding its AI networking and custom-silicon (XPU) footprint as combined hyperscaler AI data-center capex rose to roughly $410 billion for the year.
Now
Broadcom supplies networking and semiconductor technologies used across advanced data centers.
Broadcom ↔ Co-Packaged Optics
2024–2025
Broadcom developed co-packaged optics for its Tomahawk 6 and Jericho 4 Ethernet switching platforms, competing directly with NVIDIA's optical switch approach for AI cluster networking.
Now
Broadcom develops its own co-packaged optics technology for Ethernet switching, including its Tomahawk and Jericho platforms.