Broadcom’s Hock Tan on $100 billion chip revenue, XPUs, silicon, AI helping VMware sales, Nvidia LLMs competition, and Google ...

Here’s what Morgan Stanley says could happen to Broadcom shares next.

Offers booming customer accelerator biz as evidence, while VMware props up its software business Broadcom will soon deploy multiple gigawatts worth of custom accelerators at Meta, OpenAI, and ...