Overview
- The Motley Fool names Broadcom a stock to buy and hold over the next five years in a Feb. 5 analysis.
- It cites Broadcom’s strength in data‑center networking and ASIC design as AI cluster scale lifts demand.
- Custom silicon is flagged as the larger upside, with Broadcom helping Alphabet’s TPUs and, according to the analysis, engaging clients such as OpenAI.
- Citigroup estimates referenced in the piece suggest Broadcom’s AI revenue could rise from about $20 billion last fiscal year to roughly $100 billion in fiscal 2027.
- Supportive market signals highlighted include ARK’s view of AI infrastructure nearing $1.4 trillion by 2030, TSMC’s projection of AI growth above 50% annually, and Nvidia’s estimate of a $3 trillion to $4 trillion data‑center installed base by 2030.