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AI semis up 143% YoY, guiding >$100B for FY27 — Broadcom quietly became a Big 3 AI chip company

$AVGO: Q2 AI semiconductor revenue was $10.8B, +143% YoY, on custom AI accelerator and networking demand. Guidance for the current quarter is ~$16B in AI semis, +200%+, which if hit would push AI chips past 50% of total company revenue. Six core custom chip customers now, including Anthropic, Google, Meta and OpenAI. Full-year FY27 AI semiconductor guidance was reiterated above $100B. Broadcom shifting to 'chips only' instead of full integrated systems for some customers is worth watching — it changes the margin profile of future AI revenue.
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  • u/value_vic
    Custom silicon for hyperscalers is a genuinely different business model than merchant GPUs, glad more people are pricing that in now
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