Broadcom

Recent frontier signals (State of the AI Frontier 2026) - [FACT] Broadcom and Meta extended their partnership through 2029 to support multi-gigawatts of Meta's custom silicon and co-develop the industry's first 2nm AI compute accelerator. (2026-04-14, investors.broadcom.com) - [FACT] Broadcom disclosed in an SEC 8-K that it entered a long-term agreement with Google to develop and supply future TPUs, plus a supply assurance agreement for networking and other AI-rack components through 2031. (2026-04-06, www.sec.gov) - [FACT] Broadcom reported Q2 FY2026 revenue of $22.187 billion and adjusted EBITDA of 69% of revenue; AI semiconductor revenue was $10.8 billion. (2026-06-03, investors.broadcom.com) - [FACT] In Q1 FY2026, Broadcom generated $8.26 billion in cash from operations, spent $250 million on capital expenditures, and authorised a new $10 billion share repurchase programme. (2026-03-04, investors.broadcom.com) - [FACT] Broadcom said Tomahawk 6, the world's first 102.4 Tbps Ethernet switch, is now shipping in production volume. (2026-03-12, investors.broadcom.com)