Broadcom
AVGOpublicBackers
No backer on file. That means no tracked fund's portfolio or Form D names this company — not that it is unbacked.
Thesis
Custom ASIC for hyperscalers (GOOGL TPU, META MTIA) + Tomahawk switching.
Risk: Chip cycles cut both ways: today’s allocation scarcity becomes tomorrow’s inventory glut if AI capex digests faster than expected.
Contracts as provider
1 disclosure · 3.50 GW| Filed | Customer | Kind | Site | MW | GPUs | Term | Total | Status | Source |
|---|---|---|---|---|---|---|---|---|---|
| Apr 6, 2026 | Anthropic | GPU cloud capacity | — | 3.50 GW | — | — | — | Expandedverified | 8-K |
excerptBroadcom, Google and Anthropic PBC (“Anthropic”) have expanded their current strategic collaboration under which Anthropic, beginning in 2027, will access through Broadcom approximately 3.5 gigawatts as part of the multiple gigawatts of next generation TPU-based AI compute capacity committed by Anthropic.Report an issue with this row | |||||||||
Contracts as customer
No filing on file names Broadcom as the buyer of disclosed capacity. Undisclosed counterparties ("a hyperscaler") are not attributed.
Contracts as guarantor
1 disclosure · $43.00B| Filed | Provider → customer | Kind | Site | MW | GPUs | Term | Total | Status | Source |
|---|---|---|---|---|---|---|---|---|---|
| Oct 27, 2026 | financial partners → Undisclosed | Financing | — | — | — | — | $43.00B | Definitiveauto | 8-K |
excerptOn October 26, 2026, Broadcom Inc. (the “Company”) arranged for financial partners to take on a portion of certain agreements to purchase AI racks based on custom AI accelerators designed by the Company and the related lease agreements with the Company’s customer that enable the deployment of compute capacity. ... The Company’s potential liability under the Backstop will be equal to any difference between 72.5% of the outstanding amounts owed on the lease and the value of the AI racks received upon the sale of the assets at that time. The Company’s maximum potential liability under the Backstop upon the deployment of the AI racks, on an undiscounted basis, is approximately $43 billion.Report an issue with this row | |||||||||
Signals
30 most recentDec 11, 2025FilingBroadcom 8-K — Earnings results · Other event · Financial statements / exhibits8-K
Jul 11, 2025FilingBroadcom 8-K — Agreement terminated · Other event · Financial statements / exhibits8-K
Dec 12, 2024FilingBroadcom 8-K — Earnings results · Other event · Financial statements / exhibits8-K
Jun 12, 2024FilingBroadcom 8-K — Earnings results · Other event · Financial statements / exhibits8-K
Dec 7, 2023FilingBroadcom 8-K — Earnings results · Costs / restructuring · Other event · Financial statements / exhibits8-K