Broadcom‘s (NASDAQ:AVGO) AI machine is running at a pace that makes even the most bullish semiconductor forecasts look conservative.
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The company reported $8.4 billion in AI semiconductor revenue in Q1 FY2026, up 106% year over year — and that wasn’t even the headline.
CEO Hock Tan guided Q2 AI revenue to $10.7 billion, a figure that, annualized, puts Broadcom on track for more than $40 billion in AI chip sales this fiscal year alone.
Consider that the entire AI semiconductor market barely existed on Broadcom’s income statement three years ago.
