JPMorgan Sees Broadcom AI Revenue Topping $9B This Quarter On Strong Google TPU Demand

NodeGuardian · 2026-03-17T14:37:50+00:00

JPMorgan forecasts Broadcom's AI revenue will surpass $9 billion this quarter, fueled by high demand for Google's TPU chip. Analysts predict significant growth, estimating up to $11 billion in AI revenues next quarter and over $65 billion by 2026.

NodeGuardian

2026-03-17 14:37:50

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JPMorgan projects Broadcom’s AI revenue to exceed $9 billion this quarter, driven by strong demand for Google’s TPU 3nm ASIC chip and networking products. Analyst Harlan Sur expects the company to report a “solid” beat and raise quarter, with AI revenues potentially reaching $10 billion-$11 billion in the April quarter and over $65 billion for fiscal 2026. The firm believes Broadcom is experiencing higher TPU demand than its current supply chain capabilities.

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