AVGO · News · 20260915N
AI Revenue Guidance
Broadcom Inc. · 2026-09-15 · Importance 85 · Surprise 60 · Contradicted
Broadcom CEO Hock Tan defended AI semiconductor revenue targets of $115 billion for fiscal 2027 and $230 billion for fiscal 2028. He cited durable demand for AI compute infrastructure, particularly inference, and rejected concerns that customers’ efforts to moderate AI development indicate a material slowdown. Anthropic is expected to become Broadcom’s largest custom-chip buyer by 2027. Third-party reporting also cited approximately $350 billion of AI shipments locked for fiscal 2027–2028, supporting the company’s forward revenue visibility.
Key facts
- Broadcom Inc.'s fiscal 2027 AI semiconductor revenue target: $115 billion and fiscal 2028 AI semiconductor revenue target: $230 billion. source
- Anthropic is expected to become Broadcom Inc.'s largest custom chip buyer by 2027. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | +388.6% | Broadcom Inc.'s fiscal 2027 AI semiconductor revenue target: $115 billion and fiscal 2028 AI semiconductor revenue target: $230 billion. |
| revenue | positive | probable | +194.3% | Broadcom Inc.'s fiscal 2027 AI semiconductor revenue target: $115 billion and fiscal 2028 AI semiconductor revenue target: $230 billion. |