Broadcom lays out new financial expectations for its AI-related business, projecting $58 billion in AI revenue for fiscal 2026 and outlining a further ramp to $115 billion in 2027 and $230 billion in 2028. The company also reiterates a near-term topline outlook connected to continued growth discussed in its fiscal 2025 materials.
Across outlets, Broadcom’s latest investor presentation is described as centering on a shift in revenue composition driven by AI. One account highlights that the fiscal 2025 slides set a baseline around $64 billion in revenue ahead of an anticipated acceleration in AI demand, while another emphasizes the multi-year AI forecast figures through 2028. Although the coverage differs in emphasis—some focus more on the current revenue level and others on the forward AI ramp—both describe the same set of company-provided targets and the expectation of faster AI-driven growth over time.
Overall, the reports reflect Broadcom’s communications to investors that link current revenue performance to a longer-term expansion of AI revenues, with specific milestone forecasts for fiscal 2026, 2027, and 2028.
