Broadcom designs and supplies semiconductor and infrastructure software solutions, spanning networking chips, custom AI accelerators (ASICs), broadband, storage, and enterprise software (e.g., VMware).

Cerebras Systems builds wafer-scale AI chips and inference clouds — public since May 14, 2026 as CBRS with a $67B day-one close, a $20B+/750MW OpenAI compute deal, and $24.6B in remaining performance obligations.