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Broadcom Wins If AI Wins So I Keep Buying
['Alex Sirois', 'Wed', 'August', 'At Pm Gmt', 'Min Read']
Yahoo Finance
Unlike NVDA, AVGO earns from both GPU clusters and custom accelerators, with Hock Tan guiding $56 billion in AI revenue for full-year 2026.
Q2 FY2026 free cash flow hit $10.3 billion at 46% of revenue, backed by 15 straight years of dividend increases.
The Data That Keeps Me AddingAI semiconductor revenue is compounding.
Q3 FY2025 AI revenue was $5.20B (up 63% YoY), then $6.20B (up 74%), $8.40B (up 106%), and $10.80B (up 143%) in Q2 FY2026.
Management guided Q3 FY2026 AI semiconductor revenue to $16.0 billion, over 200% YoY, with total revenue of approximately $29.4 billion, up 84% YoY.