Broadcom: AI revenue is expected to explode to $230 billion by 2028 - and demand is even higher!

Broadcom expects approximately $115 billion in AI semiconductor revenue by 2027 and already $230 billion by 2028 - each representing a doubling. The EPS is expected to reach $30 by 2028. Even more importantly: CEO Hock Tan states that actual demand is even exceeding this forecast. The bottleneck is increasingly the available supply capacity. Google, Anthropic, OpenAI, and Meta are massively scaling their own XPUs. Meanwhile, Broadcom's AI networking is expected to grow similarly fast as the accelerator business.   CEO Hock Tan presents...