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Broadcom’s AI Forecast Suggests Hyperscalers Want More Than Just Nvidia GPUs

Big Tech’s appetite for AI infrastructure isn’t being sated anytime soon, and Broadcom Inc. (NASDAQ:AVGO) is proof of that. On Wednesday, the custom AI chipmaker said it now expects AI chip revenue of about $115 billion in the fiscal year ending October 2027, up from a prior forecast of over $100 billion. Broadcom also expects […]

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Indices· September 07, 2026 at 09:11 PM
Authored by·Editorially reviewed
Onur Erkan Yıldız
Founder, Financial Engineer · CMB-licensed
NeutralMedium impact

AI summary

Big Tech’s appetite for AI infrastructure isn’t being sated anytime soon, and Broadcom Inc. (NASDAQ:AVGO) is proof of that. On Wednesday, the custom AI chipmaker said it now expects AI chip revenue of about $115 billion in the fiscal year ending October 2027, up from a prior forecast of over $100 billion. Broadcom also expects […]

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