Broadcom — Blitz Index 61 (B)
13 straight quarters of AI semiconductor acceleration — the second blitz is underway.
Confidence: High · S&P 500 · Nasdaq-100 · Category: ai-infra
Score breakdown
| Section | Score | Detail |
|---|---|---|
| A · Speed | 20 / 25 | Q3 FY2026 +86% YoY; AI semiconductors +221% YoY, 13th straight quarter |
| B · Moat | 36 / 60 | Custom XPU 6 customers + ~$110B order backlog; VCF lock-in; Tomahawk 6 |
| C · Creative destruction | 10 / 15 | Custom AI accelerators displacing merchant GPUs inside hyperscalers |
| D · BlitzFailing | −5 | VMware pricing-litigation cluster; conditional customer financing packages (press-reported) |
Radar axes (0–100): Moat 60 · Speed 80 · Creative 67.
Watch item
Gates: G1 ✓ (sustained AI growth) · G2 borderline-pass (bar ≈ $891B vs TAM sum). 4 points below the threshold — first score. Interest coverage ~20×.
Strengths
- Q4 guidance $34.8B (+93% YoY)
- AI semi $16.7B → $21.7B ramp
- SW segment GP 93%
- $59B debt with ~20× interest coverage
Concerns
- G2 bar marginally covered
- Financing packages would double leverage if executed
- Regulatory pricing pressure
- Valuation ~1.9× bar (not scored)
Head-to-head
Broadcom vs NVIDIA — side-by-side scorecard comparison.
More AI Infra companies
Other AI Infra names on the Blitz Index, highest score first: NVIDIA (87/A), Arista Networks (72/B), Astera Labs (61/B).
Next earnings
Dec 9, 2026 · After close · Confirmed
Coverage
Broadcom Inc. · Q4 FY2026 due Dec 9, 2026 (AMC) · Score 61 · Grade B
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BlitzLab scores businesses against a scholar’s standard — not investment advice. No price targets, no buy/sell recommendations. Figures are from SEC filings (XBRL) as labeled in the source scorecard.