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Broadcom (AVGO) CEO says raises FY26 AI revenue guidance to USD 58bln from USD 56bln, which is a 186% increase Y/Y

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Broadcom raised its FY26 AI revenue guidance to USD 58bln, projecting revenue to reach USD 115bln in 2027 and USD 230bln in FY28 driven by Google, Anthropic, and Meta shipments.

News detail

Production shipments of next-generation TPU version 8i for Google began during the quarter. New Google TPU is the same or better than NVIDIA Vera Rubin. Now shipping TPU version 8i ahead of MediaTek’s version V8t. Expects to accelerate shipments of Ironwood to Anthropic in Q4. Expects to ramp up high-volume shipments of TPU version 8i to Google in Q4. Expects production shipments of Meta’s custom MTIA accelerator at scale in Q4. In 2027, secured supply to roughly double AI revenue to about USD 115bln. Has visibility for FY28 AI semiconductor revenue growth to double again to USD 230bln. On track to exceed EPS of USD 30 in FY28.

4 stocks
AVGOBroadcom Inc. Common Stock$363.09Current priceGOOGLAlphabet Inc. Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock$338.17Current priceNVDANvidia Corp$224.95Current priceMETAMeta Platforms, Inc. Class A Common Stock$597.10Current price

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Broadcom Inc. (AVGO) Q3 2026 (USD): Adj. EPS 3.32 (exp. 3.22), Revenue 29.59bln (exp. 29.24bln); Q4 revenue view 34.8bln (exp. 35.05bln)

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