Jensen Huang

Broadcom's custom AI silicon partnerships demonstrate the critical role of domain-specific accelerators in next-generation infrastructure.

Broadcom's custom AI accelerators are becoming essential infrastructure for hyperscalers building next-generation data centers.

Broadcom's custom AI accelerators are becoming critical for hyperscale deployments alongside our platforms.

HBM3E supply remains the critical bottleneck for scaling AI accelerators through 2026.

Broadcom's custom AI accelerators are becoming critical infrastructure for hyperscalers building sovereign AI clouds.

Broadcom's custom AI accelerators are becoming critical infrastructure for hyperscalers building next-generation data centers.

Blackwell demand remains supply-constrained through 2027 as hyperscaler capex accelerates.

TSMC's CoWoS packaging capacity remains the single biggest constraint on AI compute.

Oracle is quietly one of the largest buyers of Blackwell for their sovereign AI cloud buildout.

HBM3E supply from Micron is critical to hitting Blackwell shipment targets this year.