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Broadcom’s (AVGO) AI story is getting bigger. What was once a relatively small part of the business has now turned into a multibillion-dollar business. But what comes next could be much bigger. Management expects AI semiconductor revenue to exceed $100 billion in fiscal 2027, which would mark a dramatic jump from the $56 billion expected in fiscal 2026.
The opportunity is enormous, but much of that optimism may already be baked into AVGO stock.
