Key Product
TPU ASICs (Google), networking ASICs
Depends On
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Broadcom is a leading designer of custom AI ASICs and networking chips, quietly powering a significant portion of the AI infrastructure that NVIDIA's GPUs run on. The company designs TPUs and custom AI accelerators for Google, as well as custom ASICs for Meta and Apple. Broadcom's networking silicon — including its Tomahawk and Jericho switch chips — forms the high-speed fabric interconnecting GPU clusters in AI data centers. CEO Hock Tan has stated that custom AI ASIC revenue could reach $60–90 billion by FY2027, reflecting the growing trend of hyperscalers designing their own chips to reduce dependence on NVIDIA. Broadcom manufactures its chips primarily at TSMC and Samsung Foundry.