AI Customer Traction And ASIC DemandAnalyst points to growing traction for TPU-based systems at large AI customers, which could translate into increased demand for Broadcom's ASICs and networking products and lift revenue expectations.
Partnerships And Ecosystem AdoptionAnalyst notes Broadcom's ESUN Scale Up framework gaining commitment from major partners, which could broaden Broadcom's role in scale-up networking and win share from alternative interconnects.
Product Innovation And EfficiencyAnalyst highlights Broadcom's new Thor Ultra network adapter and third-generation Tomahawk switch chip that reduce power needs and add telemetry and load-balancing, which can improve data-center efficiency and competitiveness.