Broadcom is the heavy metal of the AI revolution, but even the strongest infrastructure plays eventually hit a wall. We unpack the “2028 problem” and what it means for the future of semiconductor dominance.
Key Highlights:
The Astronomical Play: A deep dive into the $100 billion revenue claim and why the market is already pricing in the 2028 slowdown.
The Build-out Burnout: Why the current pace of facility expansion is unsustainable and the “inventory correction” that follows.
Gigawatt Constraints: The physical limits of power and space that could force a hard stop on hardware orders.
The Next Frontier: Beyond chips—what Broadcom must do to maintain its valuation when the “picks and shovels” phase ends.
