US EditionLoop Capital Thinks This Chip Manufacturer Could More than Double on an AI ‘Super Cycle’
Loop Capital gave Astera Labs a buy rating with a $250 target, citing AI infrastructure demand and a potential 120% stock upside amid an AI super cycle.
5 Articles
5 Articles
Broadcom wants to become one of the big winners of the artificial intelligence boom.The company expects its AI chip sales to exceed $100 billion a year in 2027, a goal that would mean entering a market currently dominated by Nvidia.The CEO of the company, Hock Tan, explained during a telephone conference with analysts that the company already sees a clear way to reach that level of revenue. “We have prospects of achieving that milestone in 2027,…
Broadcom targets $100bn AI chip revenue by 2027 as hyperscaler demand scales
On March 4, Broadcom told investors on its fiscal first quarter 2026 earnings call that its projection of "significantly in excess of US$100 billion" in 2027 refers specifically to silicon content - chips such as custom XPUs, switch chips, and DSPs - rather than broader systems, services, or software. CEO Hock E. Tan said management has "line of sight" to that chip-only figure and repeatedly framed the outlook around per‑customer compute deploym…
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