Broadcom
Scores out of 100 · Ranks within the 50-company cohort
Target date 2026-09-18
Target date 2027-09-18
Target date 2030-09-18
Our power thesis
Custom AI silicon and connectivity gain importance as hyperscalers diversify compute. We expect growing Compute power and some enterprise-software control, while its customers retain most end-user authority.
Four Forces breakdown
Each force uses the same fixed 0–100 scale. The strongest force and breadth of control determine the Power Score.
| Force | 2026 | 2027 | 2030 |
|---|---|---|---|
| Compute | 90 | 95 | 95 |
| Interface | 35 | 40 | 45 |
| Alignment | 35 | 35 | 45 |
| Energy | 5 | 5 | 5 |
Our forecast
Across our 2026–2030 view, the Power Score rises from 65.6 to 71.3; the rank moves from #23 to #25.
Compute 90 → 95; Interface 35 → 45; Alignment 35 → 45.
The thesis above explains our call. Rank can fall even when power grows if other companies gain faster.
What would change our mind
Hyperscalers internalize chip design and networking value faster than Broadcom expands.
Research behind the judgment
Broadcom’s September results attribute substantial AI semiconductor growth to custom accelerators and networking.
- Q3 FY2026 results2026-09-02 · Accessed 2026-09-18
Sources inform the factual premises. Force scores, ranks, and forecasts are exmxc’s judgments as of this edition.