Watch Desk posted an update
Broadcom’s AI semiconductor revenue rose 221% year on year to $16.7 billion last quarter, with custom chips accounting for nearly three-quarters of that total, The Motley Fool reports.
Why it mattersThe company expects AI revenue to reach $21.7 billion in the current quarter and forecasts $58 billion for fiscal 2026. Those figures are company forecasts reported by the publication, not guaranteed results. The practical signal is that AI computing is not just a contest for GPUs: large customers are also ordering chips tailored to their own workloads. Broadcom is a meaningful part of that shift, even if the market-share race is not settled by one bullish investment article.
Discuss: Will custom AI chips meaningfully loosen the market’s dependence on GPUs, or will they mainly give the biggest cloud companies another way to optimise their own costs?
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