AVGO · News · 20260913N

AI Semiconductor Demand

Broadcom Inc. · 2026-09-13 · Importance 78 · Surprise 64

Broadcom’s CEO said demand for its AI products already exceeds the company’s $115 billion AI revenue forecast. The company expects AI revenue to double in fiscal 2027 and double again in fiscal 2028, reflecting continued adoption of custom processors by technology companies training AI models. Reported demand is coming from hyperscalers and frontier AI labs, including Anthropic and OpenAI, supporting ongoing custom-chip deployments.