Broadcom reported Q3 FY2026 revenue of $29.59 billion on September 2, with **Broadcom AI semiconductor revenue** hitting $16.7 billion — up 221% year over year and now 56.4% of total revenue. Q4 guidance puts AI at $21.7 billion, or 62.4% of the business. The company projects AI revenue doubling to $115 billion in fiscal 2027 and potentially $230 billion by 2028. For procurement teams, the signal is structural: the company that makes the custom chips powering AI infrastructure is now an AI company first, and its capacity allocation decisions will shape what industrial buyers can actually get.

Broadcom AI semiconductor revenue stopped being a growth story and became the core business this quarter. The company reported Q3 FY2026 results on September 2, showing total revenue of $29.59 billion, up 86% year over year. Within that, AI semiconductor revenue reached $16.7 billion, a 221% year-over-year increase and a 54% sequential jump.

That figure now represents 56.4% of total revenue and 80.1% of Broadcom’s semiconductor solutions segment. The company guided Q4 AI semiconductor revenue to $21.7 billion, which would be 62.4% of total revenue — a new record and a further 5.9 percentage point increase from Q3.