What Broadcom does
Broadcom Inc. (NASDAQ: AVGO) is a global infrastructure technology company combining semiconductor silicon (including custom AI accelerators/connectivity) with infrastructure software. On the hardware side, Broadcom’s go-to-market emphasis for AI infrastructure is “AI networking, connectivity, and custom accelerators” sold into data-center buildouts by hyperscalers and enterprises. On the software side—following the acquisition of VMware—Broadcom sells infrastructure software used to run and manage private cloud, virtualization platforms, application delivery, and security controls, alongside additional enterprise software products from the company’s expanded portfolio. Broadcom’s strategy in AI infrastructure centers on end-to-end interconnect (e.g., Ethernet switching and optical connectivity) plus application-specific or “custom” accelerator compute (described by Broadcom as XPU/custom accelerator solutions) and tight co-development with major customers on multi-generation roadmaps for scaling AI workloads.