Shay Boloor(@StockSavvyShay):$AVGO already controls ~75% of AI ASIC market with six core customers including $GOOGL, OpenAI and Anthropic which Hock Tan says becomes its largest custom chip client in FY27 as agentic inference drives more workloads toward custom silicon. The part I like most is shipments are expected to double to ~10M in 2027 and reach 24M by 2030 while ASPs rise from ~$10K to ~$18K as chip complexity increases. So if AI revenue really moves above $100B in FY27 then ~20x earnings looks ridiculous for a business still scaling custom compute and the networking around every cluster.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

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Shay Boloor@StockSavvyShay

2026.10.03 15:39

$AVGO already controls ~75% of AI ASIC market with six core customers including $GOOGL, OpenAI and Anthropic which Hock Tan says becomes its largest custom chip client in FY27 as agentic inference drives more workloads toward custom silicon. The part I like most is shipments are expected to double to ~10M in 2027 and reach 24M by 2030 while ASPs rise from ~$10K to ~$18K as chip complexity increases. So if AI revenue really moves above $100B in FY27 then ~20x earnings looks ridiculous for a business still scaling custom compute and the networking around every cluster.