Broadcom's AI Revenue Boom Could Drive Big Gains

Broadcom is riding a powerful AI-revenue wave, with the company projecting AI revenue to surge about 400% over the next two years and reach roughly $230B by fiscal 2028 (with $115B in fiscal 2027), driven by custom chips for Alphabet, Anthropic, OpenAI and Meta. In its latest quarter, Broadcom posted an 86% rise in revenue to $29.6B and a 96% jump in adjusted EPS to $3.32, with AI-related growth outpacing non‑AI segments and guidance signaling continued AI-driven upside into 2027–28. Management also indicated supply stability for the longer term and a forward P/E around 11.5x, supporting a bullish case for buying the dip, per the Motley Fool.