Broadcom generated $16.7 billion in AI semiconductor revenue in fiscal Q3 2026, a 221% year-over-year increase. Total quarterly revenue came in at $29.59 billion, up 86% year-over-year. For full-year fiscal 2026, Broadcom now expects approximately $58 billion in AI revenue, revised up from $56 billion, representing 186% annual growth. The company projects $115 billion in AI semiconductor revenues for fiscal 2027, with visibility toward $230 billion for fiscal 2028. These figures reflect massive demand from hyperscale cloud operators including Anthropic, Google, OpenAI, and Meta.
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