Broadcom guides AI revenue to ~$115B in FY2027, doubling again to $230B in FY2028
BenBajarin · x · 2026-09-03
Broadcom expects AI revenue to double to approximately $115 billion in fiscal 2027 and double again to $230 billion in fiscal 2028, per its latest guidance — figures some observers call conservative.
Related event: Broadcom's AI Chip Revenue Soars 221%, Sees $230B by FY2028(4 posts)→
More from Infra
- Broadcom CEO: Anthropic and OpenAI to become its No.1 and No.2 custom AI chip clients — dinabass · 2026-09-03
- Hock Tan says power availability dictates the exact timing of compute capacity deployment — BenBajarin · 2026-09-03
- Perplexity open-sources its Mac inference server optimized for Qwen 3.6 on Apple Silicon — Specter_Origin · 2026-09-03
- GLM-5.3-Flash hits 1,005 tok/s locally on dual RTX PRO 6000 Blackwell cards — BanghuaZ · 2026-09-03
- Nvidia now ~8% of S&P 500 market cap, worth 16.3% of US GDP at $5.3T — ivan_bezdomny · 2026-09-03
- Broadcom Q3 AI chip revenue hits $16.7B, up 221% YoY; guides $21.7B for Q4 — Beth_Kindig · 2026-09-03