Broadcom Forecasts AI Semiconductor Revenue to Reach $230 Billion by 2028

Key Facts

1Broadcom expects AI semiconductor revenue to reach $115 billion in FY2027 and $230 billion in FY2028.

2Six XPU customers are planning roughly 30 GW of deployments, shifting uncertainty from demand toward infrastructure execution.

Amid the accelerating global race for advanced computing power, Broadcom has established exceptional growth targets for its AI semiconductor division. The company expects revenue from this segment to reach $115 billion in fiscal year 2027, before doubling to $230 billion by 2028. According to reports, this optimism is underpinned by six XPU customers planning roughly 30 GW of infrastructure deployments, shifting the market focus from demand uncertainty toward execution capabilities.

These projections are supported by massive deployment plans from industry leaders, including a potential 15 GW from Anthropic and 5 GW from OpenAI, reinforcing confidence in long-term demand sustainability. Per market data, this shift reflects a maturing AI sector where secured supply chains and infrastructure scale have become the primary drivers for the company's future financial performance.

In the equity markets, AVGO shares stood at $368.56 (at close September 8, 2026), having reached a daily high of $372.69. Investors are monitoring support levels near $362.74, the low recorded during the September 8 session, to gauge the stock's ability to maintain momentum following these aggressive revenue forecasts.