Broadcom continues AI revenue growth amid increasing customer concentration
AVGO Broadcom Inc
$345.22 +3.99%
View chart & analysis → - 1The top five end customers accounted for approximately 55% of Broadcom's revenue last quarter.
- 2Broadcom's scheduled AI semiconductor revenue for fiscal year 2027 is approximately $115 billion.
- 3CEO Hock Tan said Anthropic is expected to become Broadcom's largest XPU customer in 2027.
So what's the key point?
More than half of Broadcom's revenue comes from its top five customers. The company is expected to earn $115 billion from AI semiconductors in 2027.
Source The Motley Fool +1 · View original ↗
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