Broadcom Says AI Chip Demand Is "Insatiable" Through 2028

Broadcom's latest earnings commentary paints a picture of sustained, multi-year AI infrastructure demand — with custom chip orders for Meta, OpenAI, and Google still ramping.

Broadcom delivered a bullish signal on AI infrastructure spending this week, with the semiconductor giant indicating that AI demand remains "insatiable," networking demand is booming, and custom AI chip orders are visible through 2028. As @BeatTheBotz summarized, the company specifically cited ongoing ramps for custom silicon for Meta, OpenAI, and Google.

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