AVGO · News · 20260919N
AI Revenue Guidance
Broadcom Inc. · 2026-09-19 · Importance 100 · Surprise 100 · In source text
Broadcom reportedly says it has secured manufacturing supply sufficient to support a doubling of AI chip revenue to approximately $115 billion in the next fiscal year. The projection indicates more than 100% year-over-year growth in AI chip revenue. Secured supply availability supports Broadcom’s ability to convert anticipated AI infrastructure demand into next-fiscal-year sales.
Key facts
- Broadcom expects to double its AI chip revenue to about $115 billion next fiscal year. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | — | Broadcom expects to double its AI chip revenue to about $115 billion next fiscal year. |