All suppliers
Compute SiliconSEC filings
Broadcom (AVGO)
Custom AI ASICs (Google TPU, Meta MTIA), Tomahawk networking switches
Modeled AI capex flow
$39.0B
from Big 5 forward AI-attributable spend
Hyperscaler exposure
40.0%
of revenue (latest 10-K)
Top hyperscaler customer
GOOGL
modeled $17.9B flow
AI revenue run-rate
$22.0B
Q4 FY25 earnings (Dec 2025)
Forward visibility: AI revenue run-rate
The leading indicator AM analysts read as capex commitments convert to supplier revenue.
Management-disclosed AI semiconductor revenue annualized; not a contractual backlog. Track against named 3 + 'pipeline' commentary.
As of: Q4 FY25 earnings (Dec 2025)Source filing
Flow attribution by hyperscaler
Modeled dollars from each hyperscaler's AI-attributable forward capex.
| Customer | Modeled flow | % of total |
|---|---|---|
| Alphabet (GOOGL) | $17.9B | 45.8% |
| Microsoft (MSFT) | $7.9B | 20.2% |
| Meta Platforms (META) | $7.6B | 19.4% |
| Amazon (AMZN) | $4.9B | 12.6% |
| Oracle (ORCL) | $0.8B | 1.9% |
Computed from disclosed customer concentration and per-hyperscaler accelerator preferences. Per-edge values can be reconstructed from the Methodology page.
Notes & source
Three named AI ASIC customers as of FY25 (Google, Meta, ByteDance) plus pipeline. AI semiconductor revenue ~$15B FY25 trending toward $25B+ FY26 per company commentary.
View SEC filings page