AVGO changes
Pick any two versions below to diff them.
- Price
- $352.81 → $351.19(−0.5%)
- Discount
- 45.7% → 46.0%(+0.2 pts)
- Next earnings is estimate
- No → Yes
- Recent events
- 2026-10-01: Reports on Anthropic's IPO filing said Broadcom agreed to lend Anthropic up to $42 billion as convertible notes. This covers about one third of a $125.2 billion five-year TPU lease. 2026-09-30: Reports on Anthropic's IPO filing said Anthropic has about $161.2 billion of mostly non-cancelable equipment lease obligations tied to Broadcom. The filing lists $518 billion of total compute commitments. 2026-09-02: Broadcom reported Q3 FY2026 results. Revenue was $29.59 billion, up 86% from last year. AI chip revenue was $16.7 billion, up 221% from last year. 2026-09-02: Management guided Q4 FY2026 revenue to about $34.8 billion. About $21.7 billion of this is AI chip revenue. 2026-09-02: Management said FY2027 AI chip revenue will be about $115 billion. This is about double the FY2026 number. 2026-09-02: Broadcom said Anthropic is on track to become its largest AI chip customer in 2027, and to stay its largest customer in 2028. Broadcom plans to deploy 1 gigawatt of Ironwood chips for Anthropic in 2026, growing to about 5 gigawatts of TPU v8i chips in 2027 and 10 more gigawatts in 2028.