Operations
As of September 3, 2026
Q3 Revenue
↑ 86% YoY
$29.6B
Divisions
Semiconductor Solutions
70.4%
Infrastructure Software
29.6%
Key Earnings Driver: AI Accelerators and AI Networking
Semiconductor Solutions revenue increased 127% year over year to $20.8B. Within Semiconductor Solutions, AI semiconductor revenue increased 221% to $16.7B, driven by strong demand for custom AI accelerators and AI networking. Infrastructure Software revenue increased 29% to $8.8B. Management expects AI semiconductor revenue to reach $21.7B in Q4.
Key Operating Metrics¹
METRIC
STATUS
Semiconductor Solutions
🟢 Scaling
↳ AI Accelerators and AI Networking
🟢 Scaling
Infrastructure Software
🟢 Scaling
Key Financial Metrics
Gross Margin
69.13%
+2.04 pp YoY
Backlog / Rev.
N/A
CapEx Intensity
1.80%
0.01x Revenue
Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from Broadcom website and/or SEC filings for Q3, with status based on reported data.