Broadcom Inc
AVGO: XNAS (USA)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| p$R | LOCK|%cF | LOCK|hfT><$s |
Broadcom: Are You Listening Yet? Latest XPU Announcement From Meta Aligns With Our Bullish XPU Call
Broadcom announced a multiyear partnership with Meta Platforms for its custom MTIA XPU chips. The partnership includes one gigawatt as the start of a multigigawatt buildout that encompasses XPUs, networking, and optical chips. No timeline was provided.
