Investors who have an eye on the future may look into this aspect of Broadcom: AI semiconductor revenue is growing in triple digits. The Bull Case: Digging a bit deeper into Broadcom’s AI semiconductor business, the company booked over $30 billion in AI semiconductor orders with $10.8 billion in shipments completed. Moreover, the OpenAI and Anthropic contracts for 2027 are visible in the anticipated $100 billion AI revenue for FY2027. The $100 billion AI semiconductor revenue target for FY2027 leaves little room for any execution miss or softening in demand. If you are looking for an AI stock that is more promising than AVGO and that has 10,000% upside potential, check out our report about this cheapest AI stock.