Wells Fargo sees Broadcom AI chip revenue at $205B by FY28, far above consensus
Beth_Kindig · x · 2026-08-24
Wells Fargo models upside to Broadcom's $100B AI semiconductor revenue guide — $141.5B in FY27 rising to $205.3B in FY28 — well above consensus of $118.8B and $168.3B. Custom AI silicon demand may be significantly underestimated.
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