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Broadcom (AVGO) has given investors visibility well beyond the next earnings cycle. Following its latest results, the semiconductor and infrastructure software giant raised its artificial intelligence (AI) semiconductor revenue outlook to roughly $115 billion for fiscal 2027 and projected an even more striking $230 billion in fiscal 2028, effectively calling for AI sales to double again.
That long-range guidance matters because it provides Wall Street with a clearer picture of how Broadcom expects today’s AI infrastructure boom to translate into multiyear growth. The company’s Q3 AI semiconductor revenue surged 221% year-over-year (YoY), while management said demand for custom AI accelerators and networking remains exceptionally strong. With major customers including Alphabet (GOOG) (GOOGL), Meta Platforms (META), OpenAI, and Anthropic expanding their AI infrastructure commitments, the 2028 outlook suggests Broadcom believes the current spending cycle has considerably more room to run.
