What Broadcom makes for data centers

public · HQ Palo Alto, United States · broadcom.com

Broadcom co-designs custom AI accelerator ASICs with hyperscalers, including Google's TPU and Meta's MTIA, and makes scale-out switch silicon (Tomahawk, Jericho) and scale-up Ethernet switch chips (Tomahawk Ultra) used in GPU cluster networking. It also supplies NICs, PCIe/CXL switches, optical transceivers and VCSEL lasers, optical DSPs, and co-packaged optics for data center networking.

Listing
US exchanges (NYSE/Nasdaq): AVGO· 322 USD -0.25% · mkt cap 1.54T USD
Snapshot 2026-10-25T10:41:17Z — nightly, not real-time.· Chart on TradingView ↗
Exposure
12 parts across 4 layers
No disclosed data-center revenue share on file.

Units and subsidiaries: OpenAI

Parts, by layer

Layer 1 — Compute silicon & packaging

PartRoleConfidenceCompetitorsNote
Hyperscaler custom ASICsdesign partnerinferredAlphabet (Google), Microsoft, Alchip, Amazon (AWS), Marvell, MediaTekGoogle TPU; Meta MTIA — partner on Google TPU; partner on Meta MTIA
ASIC design services, IP & EDAserviceinferredAlchip, Arm, Cadence, Credo, Faraday, Global Unichip
NICs / SuperNICsmanufacturerinferredAMD, Intel, Marvell, Nvidia
Hyperscaler custom ASICs (via OpenAI)manufacturerinferredAlphabet (Google), Microsoft, Alchip, Amazon (AWS), Marvell, MediaTekcustom accelerator

Layer 2 — Memory & storage

PartRoleConfidenceCompetitorsNote
PCIe/CXL switches & retimersmanufacturerinferredAstera Labs, Marvell, Microchip, XconnPLX

Layer 3 — Networking & interconnect

Layer 9 — Building shell, site & construction

PartRoleConfidenceCompetitorsNote
Labs (via OpenAI)operatorinferredAnthropic, Mistral, OpenAI, xAI

Where Broadcom sits in the stack

Broadcom's placements in this catalog cover 13 parts, from layer 1 (compute silicon & packaging) to layer 9 (building shell, site & construction). None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.

What these parts are

Closest peers in this catalog

Seen in real machines

Broadcom is named in 4 of the rack teardowns and supercomputer breakdowns on this site. Each line below is a piece of that machine.

Disclosed customers

Customer%MetricPeriodFiling
one customer44%receivables2025-11-0210-K
one customer32%revenue2025-11-0210-K

Latest feed

Questions about Broadcom

What does Broadcom make for AI data centers?
This catalog places Broadcom on 14 parts: Hyperscaler custom ASICs (design partner), ASIC design services, IP & EDA (service), NICs / SuperNICs (manufacturer), PCIe/CXL switches & retimers (manufacturer), Scale-up fabric (manufacturer), Scale-out switch ASICs (manufacturer), Optical transceivers (manufacturer) and Lasers (manufacturer), and 6 more.
Is Broadcom publicly traded?
Yes — Broadcom is listed on US exchanges (NYSE/Nasdaq) under AVGO. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
Where is Broadcom based?
Palo Alto, United States, per the company record in this catalog.
Who else makes hyperscaler custom ASICs for AI data centers?
Alphabet (Google), Microsoft, Alchip, Amazon (AWS), Marvell and MediaTek are also placed on Hyperscaler custom ASICs in this catalog.
How well sourced are these placements?
Every part→company placement carries a confidence tag. For Broadcom the mix is 1 disclosed and 13 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.

Answers are generated from this catalog's own rows — see sources & method.

Verification: enriched, last verified 2026-08-27. Sources: www.broadcom.com · www.sec.gov.· Markdown · JSON