Back
HardwarePrimary
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-year
Verified 2026-09-03
THE INTELLIGENCE CLUB
Facts like this, six days a week
The Daily Receipts on weekdays, The Weekly Brief on Saturday — every fact traced to the filing it came from. Free.
Free forever. Six emails a week — The Daily Receipts on weekdays, The Weekly Brief on Saturday — drop either in one click.
Read this morning's edition →Broadcom’s exposure cardWhat share of the business the AI build-out actually isThe screener · 72 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
More on Hardware
- AMD's Data Center segment, the one selling Instinct GPUs and EPYC server chips, took $16.6 billion of the company's record $34.6 billion of revenue in 2025 — 48% of all AMD revenue
- Arista Networks, whose switches carry AI training and inference traffic inside hyperscaler data centres, reported total revenue for the quarter to 30 June 2026 of $3.036 billion, its first quarter above $3 billion and up 37.7% year-over-year
- Arm's total royalty revenue grew 11% year-over-year to $671 million in its fiscal fourth quarter of 2026, and the company said its data centre royalty revenue within that more than doubled year-over-year on rising Arm-based server chip deployments by hyperscalers Arm data-centre royalties more than doubled YoY