Broadcom’s AI chip revenue forecasts reportedly remain $115B for FY27 and $230B for FY28
Anthropic is expected to become Broadcom’s largest custom-chip customer in fiscal 2027, according to a post that also describes strong AI compute and inference demand.
TLDR
A post says Broadcom CEO Hock Tan indicated that slower frontier-AI development has not changed the company’s AI semiconductor revenue forecasts: $115 billion for fiscal 2027 and $230 billion for fiscal 2028. The same post says Anthropic is expected to become Broadcom’s largest custom-chip customer in fiscal 2027, with demand for AI compute and inference remaining strong.
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