Broadcom Drops a Hundred-Billion Dollar Bombshell!

Broadcom's earnings ignite AI investment debate: Copper vs. CPO truth revealed.

Mar 05, 2026

∙ Paid

“AI Disruption” Publication 9000 Subscriptions 20% Discount Offer Link.

Broadcom sees over $100 billion in AI chip sales by 2027 on robust custom chip demand | Reuters

After the US stock market closed yesterday, Broadcom released its fiscal year 2026 first-quarter earnings report. Net revenue grew 29% year-over-year to $19.31 billion, and adjusted earnings per share (EPS) increased 28% year-over-year to $2.05, both exceeding analysts’ previous expectations.

AI-related semiconductor revenue in the first quarter reached $8.4 billion, surging 106% year-over-year and surpassing the company’s prior guidance. The growth was primarily driven by demand for custom AI accelerators and AI networking.

Broadcom expects second-quarter revenue to be approximately $22 billion, above the market consensus of $20.53 billion. Within this, AI revenue is projected to rise further to $10.7 billion, representing a 143% year-over-year increase.

Moreover, the performance guidance remarks from Broadcom’s earnings conference call sparked an extreme emotional divide and heated arguments in today’s AI investment circles.

Continue reading this post for free, courtesy of Meng Li.

Or purchase a paid subscription.