Broadcom Inc.

Built World

Dominant supplier of broadband gateway and Wi-Fi silicon; pushed Wi-Fi 8 down to mass-market price tier

For two decades, 'fiber to every home' has been promised and postponed. The fiber itself was rarely the bottleneck. The constraint was the gateway hardware—the box on a customer's wall that turns light pulses into Wi-Fi—which stayed too expensive for carriers to hand out free with a service plan. On April 30, 2026, Broadcom announced the chipsets designed to break that constraint: a 10-gigabit passive optical network (PON) gateway system-on-chip and two paired Wi-Fi 8 radios, all engineered for mass-market price points.

Updated May 1

Money Moves

Primary competitor to Marvell in custom AI chips; not part of Nvidia's investment ecosystem

In ten months, Nvidia has poured roughly $14 billion into six companies that supply the chips, networking gear, optical links, and cloud capacity its artificial intelligence platform depends on. The latest: a $2 billion stake in Marvell Technology, the custom-chip designer behind Amazon's Trainium and Microsoft's Maia accelerators, announced March 31, 2026. Marvell's stock jumped 13% on the news.

Updated Apr 1

Rule Changes

Committed to Trump Accounts program

The United States has never offered universal investment accounts to children. Starting July 4, 2026, every American born between 2025 and 2028 will receive $1,000 from the Treasury Department deposited into a stock market index fund—accessible at age 18 for education, homebuying, or starting a business. Over 1 million families enrolled in the program's first week.

Updated Jan 31