Broadcom just reported $8.4 billion in AI revenue for a single quarter. That number was up 106% year over year. And according to the company’s own guidance, they’re just getting started.
The semiconductor giant is now charting a course toward more than $100 billion in annual AI semiconductor revenue by fiscal year 2027, with some analysts projecting figures could surpass $150 billion by FY2028.
The numbers behind the ambition
Bookings have exceeded $30 billion in recent quarters, signaling that demand for the company’s AI offerings isn’t theoretical. CEO Hock Tan has pointed to long-term contracts that extend visibility well into 2028.
The quarterly trajectory tells the story clearly. Q1 FY2026 delivered $8.4 billion in AI revenue. Q2 guidance came in at $10.7 billion. Q3 guidance jumped to $16 billion. That’s nearly doubling within three quarters.
