Broadcom Inc. · SEC 8-K
博通于2026年10月26日安排金融合作方承接部分基于其自研定制AI加速器的AI机架采购协议及与客户相关的租赁协议，并为新设特殊目的实体提供剩余价值支持（Backstop）。
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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENT REPORT
PURSUANT TO SECTION 13 OR 15(d)
OF THE SECURITIES EXCHANGE ACT OF 1934
Date of Report (Date of earliest event reported): October 26, 2026
Broadcom Inc.
(Exact Name of Registrant as Specified in Charter)
| Delaware | 001-38449 | 35-2617337 | ||
| (State or other jurisdiction of incorporation) | (Commission File Number) | (I.R.S. Employer Identification No.) |
| 3421 Hillview Avenue |
| Palo Alto, California 94304 |
| (Address of principal executive offices including zip code) |
(650) 427-6000
(Registrant’s telephone number, including area code)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
| Title of Each Class |
Trading Symbol(s) |
Name of Each Exchange on Which Registered | ||
| Common Stock, $0.001 par value | AVGO | The NASDAQ Global Select Market |
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
| Item 2.03 | Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. |
On October 26, 2026, Broadcom Inc. (the “Company”) arranged for financial partners to take on a portion of certain agreements to purchase AI racks based on custom AI accelerators designed by the Company and the related lease agreements with the Company’s customer that enable the deployment of compute capacity.
In connection with this arrangement, the Company is providing residual value support to a newly formed special purpose vehicle (the “Backstop”). The Backstop is a contingent liability the Company believes has a low probability of occurring, supported by the expectation of a strong profitability trajectory of the customer and the sustaining value of the underlying assets. The total amount of the Backstop increases as the AI racks are delivered and deployed and decreases as the customer makes payments on its lease obligations.
在客户发生租赁违约的情况下，为限制公司责任敞口可采取的补救措施包括：承接相应租赁、在特定条件下按固定价格将 AI 机架回售给卖方，或安排出售相应 AI 机架。公司在 Backstop 项下的潜在责任将等于租赁未偿金额的 72.5% 与届时出售资产所收到的 AI 机架价值之间的差额。在 AI 机架部署后，公司在 Backstop 项下的最大潜在责任（未折现）约为 43 billion 美元。
关于前瞻性陈述的警示说明
本 Form 8-K 当前报告包含前瞻性陈述（包括经修订的 1934 年《证券交易法》第 21E 条和经修订的 1933 年《证券法》第 27A 条含义内的前瞻性陈述）。这些前瞻性陈述基于公司管理层当前的预期和信念、公司管理层目前可获得的信息以及当前的市场趋势和市场状况，且这些前瞻性陈述涉及风险和不确定性，可能导致实际结果与此类陈述中的结果存在重大差异。因此，不应过度依赖此类陈述。所有前瞻性陈述的整体均受公司截至 2025 年 11 月 2 日止年度的 Form 10-K 年度报告、截至 2026 年 8 月 2 日止期间的 Form 10-Q 季度报告以及随后向美国证券交易委员会提交的任何报告中“风险因素”标题下讨论的风险因素的限制，这些报告包含一些可能影响未来结果的重要风险因素。除法律要求外，公司不打算也不承担任何义务公开更新或修订本 Form 8-K 当前报告中作出的前瞻性陈述。
来源：SEC EDGAR 文件 · sec.gov