Broadcom

Broadcom is a global semiconductor and infrastructure software conglomerate that designs networking chips, custom AI accelerators (ASICs), and enterprise software. After acquiring VMware in 2023, Broadcom became one of the largest technology companies in the world by market capitalization.

In the AI infrastructure space, Broadcom is a major player in custom silicon: the company designs custom AI training and inference chips (XPUs) for hyperscale cloud customers including Google (which uses Broadcom-designed TPUs). Broadcom's networking semiconductor division also produces the switching and routing chips used in AI datacenter fabrics.

Broadcom's dual position in both custom AI accelerators and datacenter networking makes it a critical supplier at the physical infrastructure layer of the agentic economy.