In late May 2026, Broadcom partnered with Samsung, FuriosaAI, Applied Materials, LSEG, and telecom operators to announce Wi‑Fi 8, 50G PON, FWA, and AI accelerator platforms designed to extend Broadcom's AI semiconductor reach from data centers to network edge in homes and enterprises.
The BCM68850 50G PON home gateway integrates a neural engine (a processor for AI tasks) to support Broadcom's strategy of linking its AI data center strength with edge AI capabilities, potentially widening adoption if operators scale deployment.
Broadcom's narrative projects $213.4 billion revenue and $93.7 billion earnings by 2029, requiring 46.2% yearly revenue growth and a $68.7 billion earnings increase from $25.0 billion today, though analyst forecasts range from cautious views citing AI customer concentration and export controls as potential caps to upside.
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