1056 ET - Broadcom has become a major AI play for investors and should hold that posture for years to come given the goals of its top customers, Benchmark analyst Cody Acree says in a research note. Its big hyperscaler customers, Google and Meta, seem to have been joined by ByteDance, and each of the three are planning to deploy up to a million clusters of XPUs--the chips used to train generative AI models--across a single fabric, or the interconnecting infrastructure for chips, the analyst says. The combination of just those three customers represents an estimated serviceable addressable market of $60 billion to $90 billion in fiscal 2027 across Broadcom's networking and XPU businesses, Acree says. (dean.seal@wsj.com)
(END) Dow Jones Newswires
March 07, 2025 10:56 ET (15:56 GMT)
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