Broadcom Is 'Uncle Sam Of AI,' Says Futurum Equities As It Lists 15 Non-Mag7 AI Disruptors
Futurum Equities, in its latest AI Fifteen report, identified the critical factors that will define the AI economy. These include the control of computing, data, deployment, and security. The firm’s list features companies that are not part of the Mag 7 but are disrupting the AI economy in various layers.
Broadcom Leads AI Chip Revenue Surge
BroadcomInc.(NASDAQ:AVGO), which Futurum Equities describes as the “Uncle Sam of AI,” is leading the list. Despite a volatile earnings reaction, Broadcom remains at the top, with AI chip revenue accelerating to $6.5 billion this quarter, with guidance of $8.2 billion next quarter (~100% YoY growth).
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Backlog across XPUs, switches, optics, and racks exceeds $73 billion over six quarters. XPUs now generate nearly two-thirds of AI semiconductor revenue, a fourth hyperscaler is in production, and system-level growth drives revenue across racks, networking, and VMware workloads. Margins compress as full systems sales rise, but absolute gross profit grows with network scaling, stated Futurum Equities.
The company is reportedly charging for large-scale inference across hardware, networking, and software, not just as a supplier but also “as the toll collector” for the entire AI stack. Futurum Equities calls Broadcom as “the glue” holding the AI infrastructure together.
TSMC , PLTR, ASML Among Top 5
Taiwan Semiconductor Manufacturing(NYSE:TSM) grabbed the number 2 spot in the list. Futurum called it the “irreplaceable foundation” of the AI supply chain and stated that if Nvidia (NASDAQ:NVDA) is the brain of AI, TSMC is the beating heart, currently operating stronger and faster than expected.
Palantir Technologies (NASDAQ:PLTR), ASML Holding NV(NASDAQ:ASML) and Micron Technology(NASDAQ:MU) are the three other companies in Futurum’s top 5 list.
The other stocks on the list are:
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Astera Labs (NASDAQ:ALAB)
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Advanced Micro Devices (NASDAQ:AMD)
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Cloudflare Inc. (NYSE:NET)
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CrowdStrike Holdings (NASDAQ:CRWD)
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Palo Alto Networks (NASDAQ:PANW)
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Nebius Group N.V (NASDAQ:NBIS)
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ServiceNow (NYSE:NOW)
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Amkor Technology (NASDAQ:AMKR)
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Pure Storage (NYSE:PSTG)
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Intel Corporation (NASDAQ:INTC)
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AI Chip Lead Drives Gives Broadcom An Edge
Broadcom’s lead in custom AI chips has been highlighted by analysts as a key factor in its AI dominance. JPMorgan’s analyst, Harlan Sur, pointed out that Broadcom’s long lead in custom AI chips is accelerating its AI Application-Specific Integrated Circuit (ASIC) outlook into fiscal 2026 and fiscal 2027, with Google (NASDAQ:GOOG) (NASDAQ:GOOGL) as the key driver.
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