Broadcom AI Chip Forecast Hits $115B Amid China Probe

Beijing is taking a closer look at Broadcom’s hardware inside Chinese state-backed data centers, according to a Financial Times report relayed by Reuters on September 24, 2026. The timing is awkward for Broadcom in one sense and telling in another: the company just raised its own fiscal 2027 AI-chip revenue forecast to roughly $115 billion, up from a prior call of “more than $100 billion,” and it expects that number to nearly double to $230 billion in fiscal 2028. China’s scrutiny and Broadcom’s growth math are, in effect, two sides of the same story. Custom AI silicon has become central enough to global compute infrastructure that governments now treat it as a strategic asset worth watching, not just a line item on an earnings call.