By Chris Martin
Publication Date: 2026-08-14 14:17:00
Broadcom guided for $56 billion in AI semiconductor revenue during fiscal 2026, representing approximately 180% growth from the prior year, CEO Hock Tan announced on June 3, 2026. The guidance underscores the company’s dominant position in custom silicon chips powering data center AI infrastructure as hyperscalers accelerate their spending on artificial intelligence.
The company’s second-quarter fiscal 2026 results delivered the strongest AI numbers in Broadcom’s history. AI semiconductor revenue hit $10.8 billion, up 143% year over year, on total revenue of $22.2 billion, up 48% annually. Adjusted earnings per share reached $2.44, topping analyst consensus of $2.40.
Broadcom is developing custom AI accelerators for six hyperscale customers, including Google, Meta, OpenAI, and Anthropic, alongside two additional unnamed partners. Each chip is engineered to one customer’s specific model architecture over an 18-to-24-month development cycle. The company disclosed that…
