AVGO · News · 20260911N

Guidance and Outlook

Broadcom Inc. · 2026-09-11 · Importance 100 · Surprise 100

Third-party reporting attributes to Broadcom management a forecast for AI semiconductor revenue of $58 billion in FY26. The reported outlook calls for AI revenue to double to $115 billion in FY27 and double again to $230 billion in FY28. Broadcom’s 2027 AI semiconductor revenue is separately described as expected to double, while Nvidia’s comparable growth is cited at 70%. The projected expansion is tied to multi-year orders and hyperscaler adoption of Broadcom’s custom XPU products.