Broadcom CEO Sees AI Chip Sales Topping $100 Billion in 2027
The guidance reflects a push into custom accelerators for hyperscalers, separate from its fast‑growing networking business.
Overview
- CEO Hock Tan said the company has line of sight to generate more than $100 billion in AI chip revenue in 2027, referring to chips alone.
- Tan added that Broadcom has secured the supply chain capacity required to meet the projected demand.
- Broadcom’s AI push centers on custom application‑specific chips designed with hyperscalers and on data‑center connectivity switches.
- The company’s AI chip effort is positioned as an alternative to general‑purpose GPUs, with reporting suggesting potential share gains versus Nvidia.
- Recent coverage notes total revenue of about $68 billion over the past year and highlights management’s assertion that AI growth will not compress semiconductor gross margins.