Broadcom sees over $100 billion in AI chip sales by 2027 on robust custom chip demand
- Mar 7
- 1 min read
"Our visibility in 2027 has dramatically improved. Today, in fact, we have line of sight to achieve AI revenue from chips in excess of $100 billion in 2027," CEO Hock Tan said on a post-earnings call.
The company expects second-quarter revenue to be about $22.0 billion, above analysts' average estimate of $20.56 billion, according to data compiled by LSEG. It projected AI chip revenue of $10.7 billion in the quarter.
Broadcom, which supplies semiconductors and infrastructure software, does not typically design entire AI chips itself. Instead, it works with clients such as Google to develop their tensor processing units (TPU) and ChatGPT-maker OpenAI on their in-house custom processors.
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