{"id":95434,"date":"2026-07-01T17:10:13","date_gmt":"2026-07-01T17:10:13","guid":{"rendered":"https:\/\/www.europesays.com\/ch\/95434\/"},"modified":"2026-07-01T17:10:13","modified_gmt":"2026-07-01T17:10:13","slug":"ubs-reaffirms-buy-rating-on-broadcom-avgo-amid-ai-asic-demand-and-openai-anthropic-growth","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ch\/95434\/","title":{"rendered":"UBS Reaffirms Buy Rating on Broadcom (AVGO) Amid AI ASIC Demand and OpenAI, Anthropic Growth"},"content":{"rendered":"\n

Broadcom Inc. (NASDAQ:AVGO<\/a>) ranks among the AI stocks beyond NVIDIA that could surge in 2026<\/a>. UBS reaffirmed its Buy rating and $485 price target for Broadcom Inc. (NASDAQ:AVGO) on June 12, noting the company’s special purpose vehicle deal with Apollo and Blackstone. The firm stated that back-end supply has turned into a concern, leading to adjustments to Broadcom’s schedule for the upcoming v9 version of the Google TPU. <\/p>\n

<\/a> <\/p>\n

Although the SPV is recording already-existing agreements with OpenAI and Anthropic that Broadcom Inc. (NASDAQ:AVGO) helped scale for calendar 2027, UBS believes it helps define\u00a0 capacity as well as financing mechanisms. According to UBS, its model already accounts for Anthropic TPU’s around 6GW and OpenAI’s estimated 1.3GW. <\/p>\n

The firm predicts that two-year cumulative exports might reach 20GW, or around 13GW, by calendar 2028. The estimated 13GW shipments of Anthropic and OpenAI in 2028, at $10-15 billion per GW for ASIC and networking, suggest $130-190 billion in revenue on its own, with extra contributions from GCP TPU shipments and META. <\/p>\n

Broadcom Inc. (NASDAQ:AVGO) is a technology company that specializes in semiconductor devices (through the Semiconductor Solutions segment) and infrastructure software solutions (through the Infrastructure Software segment). <\/p>\n

While we acknowledge the potential of AVGO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the <\/a>best short-term AI stock<\/a>. <\/p>\n

READ NEXT: 33 Stocks That Should Double in 3 Years<\/a> and 15 Stocks That Will Make You Rich in 10 Years<\/a>\u00a0 <\/p>\n

Disclosure: None. Follow Insider Monkey on Google News<\/a>. <\/p>\n","protected":false},"excerpt":{"rendered":"Broadcom Inc. (NASDAQ:AVGO) ranks among the AI stocks beyond NVIDIA that could surge in 2026. UBS reaffirmed its…\n","protected":false},"author":2,"featured_media":95435,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[129],"tags":[10610,7801,2152,223],"class_list":["post-95434","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ubs","tag-ai-stock","tag-anthropic","tag-broadcom-inc","tag-ubs"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ch\/116845833286561592","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/95434","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/comments?post=95434"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/95434\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media\/95435"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media?parent=95434"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/categories?post=95434"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/tags?post=95434"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}