Broadcom 公布季度财报，并预计 AI 半导体收入将在 2027 年达到 $115B、2028 年达到 $230B，连续两年翻倍。最新季度 AI 半导体收入为 $16.7B、同比增长 221%，公司总营收增长 86% 至 $29.6B，AI 半导体约占总营收 56%。
财报给出 AI 半导体收入连续两年翻倍的预期和占比变化，可观察定制加速器与 AI 网络在芯片需求中的分量。
Broadcom quarterly results are out and now it expects AI chip revenue to double in 2027 and 2028
they say AI semiconductor revenue could hit $115B in 2027 and $230B in 2028, doubling twice.
In the latest quarter the AI semiconductor revenue reached $16.7B, up 221%, while Broadcom's total revenue rose 86% to $29.6B.
That puts AI semiconductors at roughly 56% of Broadcom's quarterly revenue, and making custom accelerators and AI networking central to its growth.
Broadcom expects the AI line to climb again to $21.7B in Q4, up 236% year over year, against $34.8B of total revenue guidance.
At those numbers, AI semiconductors would approach 62% of quarterly sales, showing how quickly Broadcom's revenue mix is moving toward AI infrastructure.
来源：@rohanpaul_ai · x.com