Broadcom: following the AI money.
Financial evidence, stock performance and the questions that connect this company to the physical AI buildout.
Business scale
Total annual company revenue · year ended 2025-11-02. This is company-wide revenue.
Annual financial evidence ↗ · Compare the revenue rankingLatest sourced financial update
Broadcom reported fiscal Q3 2026 revenue of $29.6 billion, up 86%, for the quarter ended August 2. AI semiconductor revenue was $16.7 billion, up 221%. This is a company-defined semiconductor category, not its entire business.
Read the primary announcement ↗Selected dated update; this editorial snapshot does not refresh automatically.
What we can say about AI revenue
AI semiconductor revenue: $20.20 billion, FY2025 · ended November 2, 2025. Broadcom’s disclosed AI semiconductor category. This excludes its other semiconductor and infrastructure-software revenue.
Annual AI disclosure ↗What to watch
How durable is demand for custom accelerators and connectivity across major customers? Watch concentration, product ramps and the balance between AI semiconductors and the separate infrastructure-software business.
These are research questions, not a valuation conclusion or a recommendation to buy or sell.
Connect the company to the buildout
Explore the project atlas for context on infrastructure demand. This page does not assign revenue or a verified contract to an individual project.
Primary company records
Use the issuer’s result release together with its filed statements for the period, rather than treating a headline metric as a full view of performance.
- Broadcom Q3 FY2026 Form 10-Q (SEC filing) — Quarterly statements and management discussion for the period ended August 2, 2026.
Documented project connections
Each connection below has a specific, cited role. A supplier, lender, customer or proposed acquirer has different economics from the project owner.
No named tracked-project role has been established by the evidence used for this profile. This does not mean the company has no AI exposure.