AVGO · News · 20260915N
AI Backlog and Revenue Projections
Broadcom Inc. · 2026-09-15 · Importance 66 · Surprise 48 · In source text
Broadcom reportedly has $350 billion of AI shipments locked for fiscal 2027–2028. Anthropic is expected to become Broadcom's largest custom-chip buyer by 2027, increasing customer concentration in custom AI semiconductors. Rising capital expenditures are being used to address supply bottlenecks, while customer power constraints are cited as a factor supporting the revenue outlook.
Key facts
- Broadcom Inc. has $350 billion in shipments locked for fiscal 2027–2028. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | +1005.4% | Broadcom Inc. has $350 billion in shipments locked for fiscal 2027–2028. |