Let’s be honest, if you’re debating your next move with Broadcom stock, you’re not alone. With shares jumping an impressive 93.5% over the past year and a staggering 881.6% over the last five, plenty of investors are asking if the best gains are already behind us or if there’s more in store.

While everything appears to be clicking now for Broadcom, the same model that has propelled the stock higher is also where the biggest risk lies. Broadcom's ASIC business depends on a small set of very large customers.

When it comes to semiconductor giant Broadcom (NASDAQ: AVGO), investors and markets are overwhelmingly focused on its custom artificial intelligence (AI) chips, which makes sense. AI has been the definitively dominant topic in the market for many years now and is the main driver behind Broadcom’s soaring share price.

VMware customers migration to VMware Cloud Foundation can be done gradually from vSphere, NSX, vSan to VCF private cloud, Broadcom VCF Krish Prasad says.

Data center networking equipment and components are just as important as chips when it comes to powering the artificial intelligence revolution.

Broadcom is slated to post quarterly results after the bell on Thursday, and at least one analyst sees an attractive way to bet on a post-earnings stock surge.

If you don't upgrade or renew, whatever the case might be, you will not get support from Broadcom,” said Spinnaker Support CTO Iain Saunderson.

Broadcom estimates that its serviceable addressable market (SAM) from just three hyperscale customers that are using its custom AI processors could be worth $60 billion to $90 billion in the next couple of years. That figure could head higher considering that Broadcom has brought new customers on board lately.

The analyst draws parallels with the 4G cycle, when global telecom operators invested $1.3 trillion between 2010 and 2020 while end users spent $3.6 trillion on smartphones. In contrast, the current AI cycle requires no new consumer devices, which makes adoption faster and cheaper.

Broadcom touted a major milestone in the use of its co-packaged optics (CPO), claiming deployments with Meta that resulted in one million cumulative 400 Gb/s (400G) equivalent port device hours without a single link flap.

Broadcom Inc. (NASDAQ:AVGO) is one of the AI Stocks Investors Are Watching Closely. On October 3rd, Mizuho reiterated the stock as a “Top Pick.” The firm said the stock is on the top picks list. “AVGO remains an industry leader with strong