@rohanpaul_ai: Broadcom quarterly results are out and now it expects AI chip revenue to double in 2027 and 2028 they say AI semiconduc…
Summary
Broadcom's quarterly results show AI chip revenue surging with expectations to double in 2027 and 2028, potentially reaching $230B, while current AI semiconductor revenue accounts for over half of total revenue.
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Broadcom quarterly results are out and now it expects AI chip revenue to double in 2027 and 2028
they say AI semiconductor revenue could hit $115B in 2027 and $230B in 2028, doubling twice.
In the latest quarter the AI semiconductor revenue reached $16.7B, up 221%, while Broadcom’s total revenue rose 86% to $29.6B.
That puts AI semiconductors at roughly 56% of Broadcom’s quarterly revenue, and making custom accelerators and AI networking central to its growth.
Broadcom expects the AI line to climb again to $21.7B in Q4, up 236% year over year, against $34.8B of total revenue guidance.
At those numbers, AI semiconductors would approach 62% of quarterly sales, showing how quickly Broadcom’s revenue mix is moving toward AI infrastructure.
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