### @AVGO — Confirmed — from the earnings calls; a management forward framing
Well. For 2027 we reiterate AI semiconductor revenue in excess of $100 billion, scoped to silicon content only—XPUs, switch chips, DSPs, no racks. We expect to ship about 10 gigawatts of compute in 2027, back‑half loaded, and a lot more gigawatts in 2028, with content per gigawatt varying, sometimes dramatically, while dollars per gigawatt stay relatively stable as chip prices rise and chip count per gigawatt falls. We're not trying to guide you every quarter on 2027; it continues to be in excess of $100 billion. Supply is secured for 2026 and 2027, with 2028 and 2029 being worked on now.
- tier: Confirmed (✓)
- source: AVGO / The $100 billion claim, and the gigawatt math
- receipt: https://ticker.thevixguy.com/p/p-day-20260805-avgo-src-avgo-2027-ai-revenue-outlook-rotation
- posted: 2026-08-05T17:31:01.125Z