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Broadcom CEO Hock Tan predicted during an earnings call that the company's AI chip revenue will 'far exceed $100 billion' by 2027, driving Broadcom's stock price up over 5% in after-hours trading. In the first quarter of this year, Broadcom's AI business performed outstandingly, with revenue doubling year-on-year to $8.4 billion, and is expected to increase to $10.2 billion this quarter. Tan stated that customized AI deployment has entered a new phase, with revenue estimates based on capacity support from major clients such as Google, Anthropic, Meta, and OpenAI. Industry analysis indicates that while Broadcom's current AI growth primarily relies on its chip business, its diverse product lineup solidifies its position as a foundational technology partner, and the company has secured the supply chain support needed to achieve its goals.
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