Operations
Q2 2026Key Earnings Driver
AI Accelerators and AI Networking Semiconductor Solutions revenue increased 78.5% year over year to $15.0B. Within Semiconductor Solutions, AI semiconductor revenue increased 143.0% to $10.8B, driven by increasing demand for custom AI Accelerators and AI Networking. Infrastructure Software revenue increased 8.8% to $7.2B, primarily driven by VMware Cloud Foundation. For Q3, Hock Tan, President and CEO of Broadcom, expects semiconductor revenue from AI to grow more than 200% year over year to $16.0B.
Key Operating Metrics¹
METRIC
STATUS
Semiconductor Solutions↑ 78.5%
AI semiconductor↑ 143.0%
AI Accelerators
🟢 Scaling
AI Networking
🟢 Scaling
Infrastructure Software↑ 8.8%
VMware Cloud Foundation
Key Financial Metrics
Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from Broadcom website and/or SEC filings for Q2, with status based on reported data.