$AVGO

$AVGO has locked in some of the most important AI infrastructure customers on Earth across the next several years: • $GOOGL long-term deal to design and supply future TPU generations plus AI-rack networking through 2031 • $META initial MTIA commitment above 1GW with a multi-gigawatt roadmap through 2029 • Anthropic ~3.5GW of next-gen TPU-based compute starting 2027 (on top of ~1GW live in 2026) Clear validation that custom silicon and networking will be massive layers of the AI economy.