How much was Broadcom's AI revenue in Q2?

AI semiconductor revenue reached $10.8 billion, more than double the same period last year.

What drove Broadcom's AI revenue growth?

Increasing demand for custom AI accelerators and AI networking solutions, especially from major cloud computing customers.

Did Broadcom disclose total revenue or net income?

Total revenue, net income, and EPS have not yet been disclosed in this report.

How will this growth impact Broadcom's stock?

The strong performance is expected to positively impact the stock, especially with sustained AI chip demand momentum.

Broadcom AI Chip Revenue Doubles to $10.8B in Q2

Broadcom (AVGO) announced that its semiconductor revenue from AI more than doubled to $10.8 billion in the second quarter of fiscal 2026, driven by increasing demand for custom AI accelerators and AI networking, as reported by The Wall Street Journal. The strong growth reflects sustained spending on AI infrastructure.

Broadcom (AVGO) reported that its semiconductor revenue from artificial intelligence more than doubled to $10.8 billion in the second quarter of fiscal 2026, according to The Wall Street Journal, citing CEO Hock Tan. The growth was fueled by rising demand for custom AI accelerators and AI networking solutions.

Key Financial Results

Metric	Value
AI Semiconductor Revenue	$10.8 billion (100% YoY growth)
Total Revenue	Not yet disclosed
Net Income	Not yet disclosed
EPS	Not yet disclosed

Highlights from the Statement

CEO Hock Tan noted that demand for custom AI accelerators and AI networking was the primary growth driver. Broadcom benefits from major cloud customers' trend toward designing in-house custom chips.

Future Guidance

Broadcom has not yet provided specific quarterly guidance, but the company expects continued growth supported by increased spending on AI infrastructure.

Impact on the Stock

The strong performance is expected to positively impact Broadcom's stock (AVGO) in upcoming trading sessions, especially with sustained AI chip demand momentum.

What This Means for Investors

This growth solidifies Broadcom's position as a key player in the AI chip market alongside Nvidia. Investors interested in the AI sector may find Broadcom a diversified option due to its focus on custom solutions.