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Broadcom AI Semiconductor Revenue Jumps as Custom Silicon Targets Expand

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Marvell Technology logoMarvell Technology
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Broadcom framed its quarter around $10.8 billion of AI semiconductor revenue, up 143% year over year, with bookings over $30 billion against that shipment base. Management pointed to an AI XPU-attach platform and raised fiscal 2028 data center outlook to more than 60% year over year, with custom expected to more than double, while targeting fiscal 2027 AI silicon revenue above $100 billion and $56 billion in fiscal 2026 AI revenue.

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