AVGO · News · 20260915N

AI Infrastructure Demand

Broadcom Inc. · 2026-09-15 · Importance 91 · Surprise 88

Broadcom CEO Hock Tan said demand for AI compute infrastructure remains strong and durable, particularly for inference workloads. Broadcom reportedly has $350 billion in AI semiconductor shipments locked for fiscal 2027–2028, while AI accounted for 56% of total revenue and AI revenue increased 221% year over year. Anthropic is expected to become Broadcom’s largest custom-chip customer by 2027, indicating continued adoption of customized AI accelerators by major AI developers.