AVGO · News · 20260915N

AI Infrastructure Supply Chain

Broadcom Inc. · 2026-09-15 · Importance 64 · Surprise 42

Broadcom’s AI semiconductor shipments for fiscal 2027–2028 were reported as approximately $350 billion, suggesting substantial customer commitments and visibility into future demand. The reporting said customer power constraints and supply chokepoints are influencing the timing and scale of AI infrastructure deployments. Broadcom is increasing capacity-related investment to address those bottlenecks as AI infrastructure demand expands.