Broadcom outlined expectations for Q1 fiscal 2026 consolidated revenue of approximately $19.1 billion, up 28% year-on-year, with adjusted EBITDA projected at about 67% of revenue

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OpenAI is reportedly teaming up with Arm Holdings to develop a CPU chip as part of its Broadcom-led AI chip project.

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Under the partnership, OpenAI will design the accelerators and systems, embedding insights from its frontier models directly into the hardware to unlock new levels of capability and intelligence.

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Broadcom shares closed over 9% in Friday’s trading after beating fiscal Q3 estimates and unveiling a major new customer.

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Amazon stock rose 3% Thursday as its partnership with Anthropic accelerates data center expansion and the ramp-up of its Trainium AI chips.

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Broadcom forecasts $17.4B in Q4 revenue as AI semiconductor momentum accelerates, bolstered by a new customer.

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OpenAI is set to launch its first AI chip next year in partnership with U.S. semiconductor company Broadcom, according to the Financial Times.

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Broadcom has begun shipping its new Tomahawk Ultra Ethernet switch, designed for high-performance computing and AI workloads.

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Broadcom executives report that AI demand remains robust, driven by new inferencing workloads not included in earlier 2027 forecasts, potentially leading to upside.

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"In 2025, we plan to invest around $75 Billion in total capex," said Pichai at the Google Cloud Next Conference 2025 on Wednesday.

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"AI revenue, which grew 220% year-on-year, was driven by our leading AI XPUs and Ethernet networking portfolio," Broadcom CEO Hock Tan said.

Video: youtube.com/shorts/3XpRT...

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Apple is collaborating with Broadcom to develop its first in-house AI server chip to be mass production by 2026, likely by TSM using its 3nm.

Video: youtube.com/shorts/LMJU9...

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