AVGO · News · 20260913N
AI Revenue Guidance
Broadcom Inc. · 2026-09-13 · Importance 100 · Surprise 100
Broadcom CEO Hock Tan reportedly said demand already exceeds the company’s $115 billion AI revenue forecast. He expects AI revenue to double in fiscal 2027 and double again in 2028, implying two consecutive 100% year-over-year increases. Demand is being driven by hyperscalers and frontier AI laboratories deploying Broadcom custom processors, including Anthropic and OpenAI deployments.