Broadcom (NASDAQ:AVGO) CEO Hock Tan put a number on the company's future months ago, and he has not walked it back. On the chip giant's June 3 earnings call, Tan said the company expects about $56 billion of artificial intelligence (AI) semiconductor revenue this fiscal year, up approximately 180% from fiscal 2025.
And then he went further.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
"We reiterate our AI semiconductor revenue guidance to be in excess of $100 billion" for fiscal 2027, he told ****** ysts.
The business behind the forecast delivered on the same call. AI semiconductor revenue reached $10.8 billion in the fiscal second quarter of 2026 (the period ended May 3), a 143% jump from a year earlier, with guidance calling for $16.0 billion in the third quarter.
#NVIDIA
And then he went further.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
"We reiterate our AI semiconductor revenue guidance to be in excess of $100 billion" for fiscal 2027, he told ****** ysts.
The business behind the forecast delivered on the same call. AI semiconductor revenue reached $10.8 billion in the fiscal second quarter of 2026 (the period ended May 3), a 143% jump from a year earlier, with guidance calling for $16.0 billion in the third quarter.
#NVIDIA
13 days ago
