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Broadcom targets more than $100 billion in AI semiconductor revenue in fiscal 2027, up from a $56 billion outlook for fiscal 2026

AI Market Summary
Broadcom signaled an aggressive AI ramp, guiding AI semiconductor revenue to exceed $100B in fiscal 2027 versus $56B expected in 2026, supported by triple-digit YoY growth and strong demand for custom accelerators and networking. Customer diversification across hyperscalers and major AI labs (Google, Anthropic, OpenAI, Meta) strengthens visibility, while rising EPS and free cash flow suggest scaling without major margin erosion.
Impact level
● Medium
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AI Insight · NCSKAVGO2USD/USDTAI Insight
▲ Bullish
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Broadcom’s management expects AI semiconductor revenue to exceed $100 billion in fiscal 2027, a sharp step up from the $56 billion it is forecasting for fiscal 2026. In fiscal 2026’s second quarter, the company posted $10.8 billion in AI semiconductor revenue, up 143% year over year.