Broadcom’s AI semiconductor revenue jumped 74% year over year to $6.5 billion in Q4 FY2025, accounting for 36% of its $18 billion total sales, and the company forecasts AI chip sales to double to $8.2 billion in Q1 FY2026. Management expects AI semiconductors to drive over half—and potentially up to 75%—of revenue by late 2026, reshaping its business mix and valuation profile.