CEO Hock Tan disclosed $73 billion in AI-related backlog, including custom XPU accelerators, switches, and optical components. "We have never seen bookings of the nature that what we have seen over the past three months," Tan said on the Q4 2025 earnings call. The backlog includes orders from five hyperscale customers building custom AI chips, plus demand for Broadcom's 102 terabit per second Tomahawk 6 switch.
A true living legend, Warren Buffett is known as the CEO of Berkshire Hathaway ( NYSE:BRK-B) and a brilliant stock picker. He focuses on value and, other than Apple ( NASDAQ:AAPL) stock and Amazon ( NASDAQ:AMZN), Buffett doesn't often buy many mega-cap technology stocks. Hence, it's of great interest that Buffett's company recently sold some stock shares, and even trimmed his Apple stock position, but bought shares of a famous technology firm.
