### @AVGO — Confirmed — from the earnings calls; a management forward framing
Well. 2027 AI silicon revenue in excess of $100 billion. XPUs, switch chips, DSPs only — no racks. Ten gigawatts compute, back-half loaded. A lot more gigawatts in 2028. Content per gigawatt varies, sometimes dramatically. Dollars per gigawatt relatively stable as chip prices rise and count falls. Not guiding 2027 quarterly. It continues to be in excess of $100 billion. Supply secured through 2027. 2028 and 2029 in work.
- tier: Confirmed (✓)
- source: AVGO / The $100 billion claim, and the gigawatt math
- receipt: https://ticker.thevixguy.com/p/p-day-20260717-avgo-src-avgo-2027-ai-revenue-outlook-ingest
- posted: 2026-07-17T18:37:53.244Z