In the long arc of technological transformation, few moments are as telling as when the infrastructure layer becomes indispensable — and Broadcom finds itself precisely there, supplying the custom silicon that the largest AI companies are quietly building their futures upon. Despite losing a quarter of its market value since June 2026, the semiconductor giant's AI revenue surged 221 percent year-over-year, and its chief executive projects that figure will reach $115 billion by fiscal 2027 and double again by 2028. The company's story is less about a stock price recovering and more about whethe