Broadcom just posted a monster 10% rally, hitting $375.46, as markets clocked its deepening role in the AI infrastructure arms race with Google. The chipmaker's custom silicon and networking gear are now mission-critical for hyperscaler data centers ramping up generative AI workloads. What's moving the needle: as AI model training scales, so does demand for Broadcom's specialized chips—this is pure leverage to the compute explosion. Trading volume spiked hard on the announcement, showing institutional money catching on. The stock's been ranging $315-$386 over 52 weeks, so this bounce tests the upper boundary. Bottom line: Broadcom's position in the AI supply chain just got more visible to the market.