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Dec 12, 2025 12:00 PM

Broadcom's 50‑Year Playbook Gets A Radical Rewrite — Thanks To OpenAI, Google, Meta

Broadcom Inc (NASDAQ:AVGO) just pulled off the most lucrative "quiet pivot" in Silicon Valley, and the market almost missed it while obsessing over a routine 5% dip.

Track AVGO stock here.

The company that spent half a century being defined by switches, routers and networking silicon is now being redefined by three clients who don't even bother pretending they're anything short of AI superpowers: OpenAI, Alphabet Inc.’s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google and Meta Platforms Inc (NASDAQ:META).

AI Custom Chips Take The Wheel

The milestone slipped into the ...