Broadcom Inc. ($AVGO) stands as one of tech’s most fascinating transformations—from HP’s semiconductor roots to a global powerhouse straddling chips and enterprise software. In this episode, we explore its journey of bold acquisitions—from Broadcom Corp. to VMware—and the disciplined playbook of scale, integration, and margin expansion that’s defined its rise. With AI-driven data center demand and a massive software portfolio fueling recurring revenue, Broadcom could be a prime beneficiary of the infrastructure boom. Yet with heavy debt, integration risks, and intensifying competition from Nvidia, Marvell, and hyperscalers building their own silicon, the question remains: can Broadcom keep compounding—or will its empire strain under its own weight?
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