Broadcom forecast shows hyperscalers want bespoke chips and networks, not just GPUs

Broadcom now expects AI chip revenue to reach about $115B in fiscal 2027 and roughly $230B in 2028, signaling hyperscalers want more than Nvidia GPUs by also adopting Broadcom’s custom accelerators and AI networking gear to control costs and tailor workloads; frontier customers include OpenAI, Meta, Google, and Anthropic; Nvidia remains dominant but is complemented by bespoke chips as AI infrastructure expands.