Broadcom says move into rack shipments won't dent margins, signals deeper customer deals, and supply confidence

Jingyue Hsiao, DIGITIMES Asia, Taipei Mar 5, 2026, 10:21 0

Credit: AFP

Broadcom's pivot to shipping complete AI racks — not just chips — will be a meaningful operational shift but one the company says is already priced into its margins and strategic plans, executives told investors on the firm's earnings call...

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