AVGO · News · 20260911N
AI Revenue Guidance
Broadcom Inc. · 2026-09-11 · Importance 100 · Surprise 100 · In source text
Third-party reporting says Broadcom expects AI semiconductor revenue to reach $58 billion in fiscal 2026. The outlook projects revenue doubling to $115 billion in fiscal 2027 and doubling again to $230 billion in fiscal 2028. The forecast reflects continued demand for custom AI silicon from hyperscalers and other large customers. Reports also note potential gross-margin pressure from custom silicon, partly offset by operating leverage and recurring software revenue.
Key facts
- AI revenue is projected to reach $58B in FY26, $115B in FY27, and $230B in FY28. source
- Management is guiding AI revenue to $230 billion by 2028. source
- Broadcom expects its AI semiconductor revenue to double in 2027. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | — | AI revenue is projected to reach $58B in FY26, $115B in FY27, and $230B in FY28. |