AI EXPOSURE

Broadcom

One of the few companies that reports an AI revenue line at all. Custom silicon is the hedge against a single-vendor accelerator market.

AllFactsAI holds a position in Broadcom (AVGO), as at 7 September 2026.

Accelerators

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31.3%

AI revenue of about $20bn, the company's own total from its results call, on $63.89bn total

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EVERY FACT WE HAVE ON Broadcom

Broadcom's custom AI accelerators and networking chips for hyperscale AI clusters just delivered their fastest growth quarter yet — in the fiscal quarter ended 2 August 2026, revenue reached $16.7 billion in AI semiconductor revenue, up 221% year-over-yearQ3 FY2026 · Source Broadcom Inc.
Broadcom's entire 2025 financial year produced $20 billion of AI revenue. In the single quarter to 3 May 2026, its AI semiconductor revenue — custom accelerators and AI networking — reached $10.8 billion in one quarter, up 143% year on yearQ2 FY2026 (to 3 May 2026) · Source Broadcom
Broadcom reported $20 billion of AI revenue in its 2025 financial year, out of $63.89 billion in total — 31.3% of everything it soldFY2025 · Source Broadcom FY2025 Form 10-K
AI data centres are pushing copper interconnects past their limits in scale-up networks, and TrendForce projects VCSEL sales for near-packaged optics -- with Lumentum, Coherent, Broadcom and other suppliers racing to launch products -- will grow at a 38% compound annual rate from 2025 to 2031, reaching 650 million units by 2031Oct 2026 · Source TrendForce
TrendForce reports TSMC is racing to keep up with AI chip orders from Nvidia, AMD and Broadcom -- monthly 3-nanometer wafer starts, already near 150,000 in the first half of 2026, could reach 180,000 wafers a month by early Q4 2026Aug 2026 · Source TrendForce

Broadcom on the channel

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