Broadcom Expects AI Chip Revenue to Double to $230B by 2028
rohanpaul_ai · x · 2026-09-03
Broadcom's quarterly AI semiconductor revenue hit $16.7B, up 221%, now 56% of total revenue ($29.6B). It guides Q4 AI revenue to $21.7B (+236% YoY) and projects AI semiconductor revenue reaching $115B in 2027 and $230B in 2028.
Related event: Broadcom Q3 AI Chip Revenue Hits $16.7B, Targets $230B by 2028(5 posts)→
More from Infra
- DGX Spark owners flag bug: latest CUDA doesn't ship the instant it's released — QuixiAI · 2026-09-03
- VideoDeltaNet open-sources hybrid attention that speeds up MiniMax H3 video generation up to 90x — realmrfakename · 2026-09-03
- Analyst: NVIDIA Could Become Intel Foundry's 'Customer Zero' as a Second Source Beyond TSMC — BenBajarin · 2026-09-03
- Investors bullish on Meta as Muse Spark 1.3 pricing undercuts frontier rivals — Scobleizer · 2026-09-03
- Fervo hits 1,064 MW under contract as Google takes option on 600 MW more — aronchick · 2026-09-03
- METR Publishes Investigation Report on OpenAI / Hugging Face Hacking Incident — stikit · 2026-09-03