Broadcom AI revenue guidance implies $230B by 2028, Bernstein says
Broadcom guided AI revenue of $230 billion in 2028. Bernstein analysts said the figure “should be well ahead of expectations,” citing high expectations and an estimate for 2028 AI revenue.
Broadcom's revenue guidance delivered on high expectations given the group's massive estimate for 2028 AI revenue, Bernstein analysts write.
The chip design and cloud computing company said its AI revenue would hit $230 billion in 2028, a number that "should be well ahead of expectations," the anal…