Broadcom just told Wall Street it can see three years into the future, and it likes what it sees. CEO Hock Tan announced during the company’s Q2 fiscal 2026 earnings call that order visibility now extends to 2028, pushed out a full year from the 2027 timeline previously communicated to investors.
The chipmaker posted record quarterly revenue of $22.2 billion, a 48% jump year-over-year, fueled largely by AI semiconductor orders that topped $30 billion in the quarter alone.
The numbers behind the AI surge
The company designs custom AI accelerators for hyperscale clients. Google, Meta, Anthropic, and OpenAI were all named as parties involved in substantial multi-gigawatt compute infrastructure deals.
AI chip revenue is expected to exceed $100 billion in fiscal 2027. Some projections suggest that figure could reach as high as $180 billion by 2028.
