AVGO · News · 20260918N

AI Semiconductor Revenue Growth

Broadcom Inc. · 2026-09-18 · Importance 88 · Surprise 100

Broadcom expects AI semiconductor revenue to double in both fiscal 2027 and fiscal 2028, implying growth exceeding 10% in each year. The company’s AI business is growing faster than its Infrastructure Software and general-purpose semiconductor solutions businesses. Anthropic and OpenAI could become larger AI customers than Alphabet and Meta Platforms, potentially changing Broadcom’s customer mix. Nvidia’s AI business is growing from a larger and broader base than Broadcom’s AI semiconductor business.

Key facts

• Broadcom's AI business is growing far faster than its infrastructure software and general-purpose semiconductor solutions segments. source