On September 2, local time, Broadcom CEO Chen Fuyang said in an earnings conference call that AI chip revenue is expected to double to about 115 billion US dollars in the 2027 fiscal year, and further rise to 230 billion US dollars in the 2028 fiscal year. The company is also expected to earn more than $30 per share for the 2028 fiscal year, which is higher than Wall Street estimates. Chen Fuyang predicts that Anthropic will surpass Google in 2027 to become Broadcom's largest customer in the custom chip business, while OpenAI will become the second largest customer.

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