In the AI computing power market dominated by NVIDIA, chip design giant Broadcom is showing remarkable growth ambitions. According to media reports, Broadcom CEO Hock Tan predicted during a quarterly earnings conference call on Wednesday that the company's AI chip annual revenue will break through the $100 billion mark by 2027. This aggressive forecast directly drove Broadcom's stock price up more than 4% in after-hours trading.

Broadcom's confidence comes from the fierce infrastructure competition among tech giants. Alphabet, Microsoft, Amazon, and Meta are expected to invest at least $63 billion by 2026 to build AI infrastructure. Unlike NVIDIA's general-purpose GPU model, Broadcom is seizing the market with a "customized chip" strategy, helping major companies build more tailored computing engines for their own algorithms.

Hock Tan detailed the progress of Broadcom's collaboration with key customers, whose order volumes are already approaching those of NVIDIA and AMD:

  • Regarding Anthropic: Broadcom expects to deliver 1 gigawatt (GW) of TPUs to it by 2026, with demand expected to surge to 3 gigawatts by 2027.

  • Regarding OpenAI: Broadcom plans to deliver its first self-developed AI chip for OpenAI in 2027, with a supply volume exceeding 1 gigawatt.

  • Regarding Meta: In response to previous rumors about "Meta's business slowdown," Hock Tan directly denied them. He confirmed that Meta's custom accelerator MTIA roadmap is progressing smoothly, and Broadcom has already started formal shipments.

In addition to a bright business outlook, Broadcom also announced a new stock repurchase plan worth $10 billion