Blackstone is named as a private equity and credit giant partnering with Broadcom to provide financing to AI startups.
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Broadcom's Secret $350B AI Plan Revealed
Sep 19, 2026
The creator discusses Broadcom's (AVGO) ambitious $350 billion revenue projection over the next two years, driven by custom AI silicon demand. The CEO, Hock Tan, expressed confidence in the durability of AI infrastructure demand and highlighted Broadcom's role in financing AI startups like OpenAI and Anthropic through partnerships with firms like Apollo and Blackstone. The creator also projects potential earnings of $20 per share for AVGO in 2028, based on AI revenue alone exceeding $230 billion.
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Nvidia is acknowledged as a great company, but its product competitiveness in AI inference against Broadcom's offerings is questioned.
Broadcom (AVGO) is poised for significant growth with a $350B revenue projection over two years, driven by custom AI silicon, and is expected to earn over $20/share by 2028.
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