AVGO · News · 20260915N
Revenue Performance and Mix
Broadcom Inc. · 2026-09-15 · Importance 100 · Surprise 100 · In source text
Broadcom CEO Hock Tan defended fiscal 2027 and fiscal 2028 AI semiconductor revenue targets of $115 billion and $230 billion, respectively. AI revenue reportedly increased 221% year over year and represented 56% of total revenue. Tan attributed the targets to durable demand for AI compute infrastructure, particularly inference workloads.
Key facts
- AI represents 56% of Broadcom Inc.'s total revenue. source
- Broadcom Inc.'s AI revenue grew 221% year-over-year. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +56.0% | AI represents 56% of Broadcom Inc.'s total revenue. |