Broadcom raised fiscal 2026 AI revenue guidance to $58B and guided Q4 AI semiconductor revenue to $21.7B, up 236% year-over-year. CEO Hock Tan outlined roughly $115B of AI chip revenue for fiscal 2027 - approximately double fiscal 2026 - and roughly $230B for fiscal 2028. Multi-year forward visibility of this magnitude is qualitatively different evidence from a single quarterly beat.