{"id":400520,"date":"2026-03-24T00:45:15","date_gmt":"2026-03-24T00:45:15","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/400520\/"},"modified":"2026-03-24T00:45:15","modified_gmt":"2026-03-24T00:45:15","slug":"broadcoms-ai-revenue-just-doubled-to-8-4-billion-is-this-the-most-underrated-artificial-intelligence-ai-stock-of-2026","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/400520\/","title":{"rendered":"Broadcom’s AI Revenue Just Doubled to $8.4 Billion. Is This the Most Underrated Artificial Intelligence (AI) Stock of 2026?"},"content":{"rendered":"\n

You may have heard about Google’s parent company Alphabet<\/strong>‘s tensor processing unit (TPU) in the news.<\/p>\n

The chip represents one of the first real potential competitors to Nvidia<\/strong>‘s graphics processing unit (GPU) and its dominance in the artificial intelligence<\/a> (AI) hardware space.<\/p>\n

Will AI create the world’s first trillionaire?<\/strong>\u00a0Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the critical technology Nvidia and Intel both need.\u00a0Continue \u00bb<\/strong><\/a><\/p>\n

But I find many of those headlines leave out Alphabet’s partner for the TPU, Broadcom <\/strong>(NASDAQ: AVGO) and that’s something of a mystery to me considering Broadcom’s incredible growth figures.<\/p>\n

So, here’s why it might be one of the most underrated stocks to consider for your portfolio this year.<\/p>\n

\"A Image source: Getty Images. <\/p>\n

Google<\/a> and Broadcom’s TPU, currently in its seventh iteration, is dubbed Ironwood. And Broadcom has been Google’s design partner on it since the beginning.<\/p>\n

See, for all Google’s prowess as a software company, its hardware expertise is far more limited, so it didn’t look to develop the TPU in-house.<\/p>\n

Instead, it has worked with Broadcom, which does much of the design work by taking Google’s specifications and turning them into a chip design capable of meeting its needs. Taiwan Semiconductor Manufacturing<\/strong> does the final fabrication but the chip is Broadcom hardware.<\/p>\n

And Google isn’t the only company that relies on Broadcom for its chip designs. It designs custom chips for Anthropic, the company behind Claude.<\/p>\n

Late last year, Broadcom revealed that the customer that placed a $10 billion order for TPUs was, in fact Anthropic. And a few months later, Broadcom revealed that Anthropic had placed another $11 billion order.<\/p>\n

That was likely part of Anthropic’s stated goal of adding 1 million TPU chips to its computing capacity over the course of 2026, which is sure to benefit Broadcom.<\/p>\n

Late last year, Broadcom was in talks with Microsoft<\/strong> to do some chip design for it, and it is also working with Anthropic’s rival OpenAI to design custom chips to meet its needs.<\/p>\n

In that way, Broadcom is a bit like Taiwan Semiconductor in that it’s a behind-the-scenes chip player that lots of major companies making the headlines rely upon. And it’s a pretty good place to be if Broadcom’s latest results are any indication.<\/p>\n

Up first, the number in the headline. Per Broadcom’s Q1 2026 results (released March 4, 2026), the company saw its AI revenue for the quarter more than double (up 106%) to $8.4 billion.<\/p>\n

Total revenue for the quarter was $19.31 billion, up 29% over Q1 2025 and Broadcom’s diluted earnings per share (EPS), came in at $1.50, up 32% over Q1 2024.<\/p>\n

Finally, the company has a spectacular net profit margin of 36.57% and a healthy balance sheet with a debt-to-equity ratio of 0.83.<\/p>\n

So, as if the company’s incredible presence in the AI hardware space didn’t already make a strong case for it, Broadcom’s solid financial position and explosive growth certainly do.<\/p>\n

Give this one a look for an under-the-radar AI play.<\/p>\n

Before you buy stock in Broadcom, consider this:<\/p>\n

The Motley Fool Stock Advisor analyst team just identified what they believe are the\u00a010 best stocks<\/a><\/strong> for investors to buy now\u2026 and Broadcom wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.<\/p>\n

Consider when Netflix<\/strong> made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation,\u00a0you\u2019d have $495,179<\/strong>!* Or when Nvidia<\/strong> made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you\u2019d have $1,058,743<\/strong>!*<\/p>\n

Now, it\u2019s worth noting\u00a0Stock Advisor\u2019s total average return is 898% \u2014 a market-crushing outperformance compared to 183% for the S&P 500.\u00a0Don’t miss the latest top 10 list, available with\u00a0Stock Advisor, and join an investing community built by individual investors for individual investors.<\/strong><\/p>\n

See the 10 stocks \u00bb<\/strong><\/a><\/p>\n

*Stock Advisor returns as of March 23, 2026. <\/p>\n

James Hires<\/a> has positions in Alphabet. The Motley Fool has positions in and recommends Alphabet, Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy<\/a>.<\/p>\n

Broadcom’s AI Revenue Just Doubled to $8.4 Billion. Is This the Most Underrated Artificial Intelligence (AI) Stock of 2026?<\/a> was originally published by The Motley Fool<\/p>\n","protected":false},"excerpt":{"rendered":"You may have heard about Google’s parent company Alphabet‘s tensor processing unit (TPU) in the news. The chip…\n","protected":false},"author":2,"featured_media":400521,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[261],"tags":[291,289,290,26663,2638,18,823,19,17,82,119202],"class_list":["post-400520","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-broadcom","tag-chip-design","tag-eire","tag-google","tag-ie","tag-ireland","tag-technology","tag-tpu"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ie\/116281391445376094","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/400520","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=400520"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/400520\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/400521"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=400520"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=400520"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=400520"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}