Broadcom CEO sees AI chip revenue at ~$115B in 2027, $230B in 2028

The projection underscores the scale of AI infrastructure spending as a multi-year growth driver for custom silicon providers, with the Meta partnership signaling deepening hyperscaler reliance on specialized chips. The revenue trajectory implies a steep ramp that will test supply chains and execution, while the EPS figure suggests margin expansion is expected alongside volume growth. What matters next is whether these targets hold as AI capex cycles mature and whether other hyperscalers follow Meta's commitment to third-generation designs.