Broadcom has grown to an 8% weighting in my portfolio. What exactly do they do and how do they play into the AI hype?

I’ve had the same advisor for years and it’s been great but I want some insight from others on Broadcom as it has become a very large position in my portfolio. I understand it is catching the AI wave, and it “feels” good right now as a owner. But what do they exactly do and what are the roadblocks that could derail the whole thing. I want to shave down to a 5% weight but also don’t want to miss on more upside. Any deeper insight is appreciated.