The Chip Designers — Custom Silicon · AI Chain
AVGO
Broadcomloading…
History0 bars
Custom-ASIC duopoly — Tomahawk + Jericho networking
What they do
Broadcom designs custom chips for hyperscalers (Google's TPUs, Meta's MTIA, etc.) and dominates AI networking switches. When Google says 'we don't need NVIDIA,' the chip they're using was probably designed with Broadcom. Half the AI router market lives here.