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Broadcom Inc. (AVGO)

322.23 -3.85 (-1.18%)
At close: 4:00:01 PM EST
324.38 +2.15 (+0.67%)
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Updated 13m ago
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Broadcom is gaining exposure to Anthropic’s planned AI infrastructure through $161 billion of five-year equipment leases, while custom AI accelerator demand continues expanding. The opportunity carries sizable financing and customer-concentration risks, including potential backstop exposure estimated at roughly $72 billion. Broadcom also continues generating substantial cash, with recent free cash flow reaching about $13.7 billionin one quarter.

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