Broadcom buoyed by AI boom, steady VMware growth
Summary
Broadcom is benefiting from the AI buildout, with AI hardware revenue rising 65% year over year to $20 billion over the last 12 months. The company’s semiconductor business delivered more than $11 billion in Q4 revenue, while its hardware segment remained the largest part of fiscal 2025 sales. Broadcom also continues to extract growth from VMware, where infrastructure software revenue climbed 26% to $27 billion on strong adoption of VMware Cloud Foundation. The company says it has shifted the biggest VMware customers to subscription bundles and is pushing partners to drive more private cloud consumption.
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