Broadcom Inc. is positioned as the central architect of the 2026 AI networking supercycle, dominating the high-end Ethernet switching market with its Tomahawk 6 chips and securing multi-year contracts for custom AI silicon from hyperscalers like Google, Meta, OpenAI, and Anthropic. The company reported record fiscal year 2025 revenue of approximately $64 billion, fueled by VMware integration and AI demand. Despite these strong fundamentals and strategic positioning, Broadcom Inc. (AVGO) shares are currently trading at $349.00, down 0.89% on December 29, 2025, moving in line with a broader market decline that saw major indices also pull back.