AVGO · News · 20260916N
AI Revenue Guidance
Broadcom Inc. · 2026-09-16 · Importance 100 · Surprise 100 · Contradicted
Third-party reports state that Broadcom is guiding AI revenue to approximately $115 billion in FY2027 and $230 billion in FY2028. The reported outlook follows 221% year-over-year AI revenue growth and is attributed to multi-year signed customer commitments. Coverage also indicates that Broadcom has secured sufficient supply-chain capacity to support the projected expansion, although the figures remain management guidance rather than reported results.
Key facts
- Broadcom's FY27 AI revenue guidance: ~$115B; FY28 AI revenue guidance: ~$230B. source
- Hock Tan guided Broadcom's AI revenue to reach $230 Billion by 2028. source
- AVGO's AI revenues are underpinned by multi-year, signed commitments. source
- Broadcom just posted AI revenue growth of 221% year over year. source
- Broadcom posted record AI chip numbers. source
- Alphabet and Broadcom both benefit from Anthropic's deployment of TPUs. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | +388.6% | Broadcom's FY27 AI revenue guidance: ~$115B; FY28 AI revenue guidance: ~$230B. |
| revenue | positive | probable | +194.3% | Broadcom's FY27 AI revenue guidance: ~$115B; FY28 AI revenue guidance: ~$230B. |
| revenue | positive | committed | — | AVGO's AI revenues are underpinned by multi-year, signed commitments. |