Broadcom’s AI Hardware Surge Ahead of Q3 Earnings Report
Broadcom (AVGO) continues to dominate as a key supplier of AI infrastructure, with its hardware driving data center capabilities for tech giants. The company's fiscal Q3 2025 results, due Sept. 4, are expected to highlight accelerating demand for its networking chips and custom AI accelerators.
Despite its $1 trillion valuation, questions linger about Broadcom's premium pricing. The stock trades at 30x forward earnings—a steep multiple compared to semiconductor peers. Yet hyperscalers' insatiable appetite for AI compute may justify the premium, with Broadcom's VMware integration further expanding its addressable market.