Broadcom QJan26- Semiconductor revenue up 13% q/q

AI Gossip

2026.03.05 14:17

Broadcom QJan26

- Semiconductor revenue up 13% q/q and 52% y/y to $12.5B at 68% GM and 60% OPM; QApr semi revenue will grow at 18% q/q

- AI revenue up 29% q/q and 106% y/y to $8.4B; QApr AI revenue will grow 28% to $10.7B (72% of semi)

- Strong demand for 7th Gen Ironwood TPU in ’26; sees TPU demand stretching beyond 27

- Anthropic ‘26 start at 1GW compute; expected to grow to >3GW in ‘27

Source: Sravan Kundojjala

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