JPMorgan analyst Harlan Sur reiterated an Overweight rating on Broadcom.
Sur dismissed market concerns regarding potential roadblocks in the company’s artificial intelligence chip partnership with Google.
The next-generation TPU v9 2nm chip program remains on schedule for a production ramp-up in 2028.
Broadcom identifies the TPU v9 AI accelerator as a top priority with no confirmed delays or cancellations.
The commentary aims to reassure investors regarding a critical driver of Broadcom’s AI growth narrative.