Broadcom just put a number on the AI gold rush, and it’s measured in gigawatts. CEO Hock Tan confirmed that the chipmaker plans to ship roughly 10 gigawatts of AI compute capacity to six major customers by 2027, with even larger shipments expected in 2028 and 2029.
To translate that into dollars: Broadcom is projecting AI chip revenue exceeding $100 billion in 2027. That’s up from $20 billion in 2025.
The gigawatt economy takes shape
The 10-gigawatt figure comes from Broadcom’s Q1 FY2026 earnings call, where Tan laid out a roadmap that reads less like a semiconductor forecast and more like a power grid expansion plan. The company reported $8.4 billion in AI semiconductor revenue for the quarter, representing 106% year-over-year growth.
The six major customers haven’t all been named publicly, but two of the most prominent partnerships tell a clear story. Broadcom’s collaboration with OpenAI, first announced on October 13, 2025, centers on developing and deploying custom-designed AI accelerators totaling 10 GW of capacity. The first shipment of those custom chips is targeted for 2027, with initial capacity exceeding 1 GW.
