Broadcom Projects $30 Billion AI Revenue in 2026 on 60% SAM CAGR; Stock Hits Record $256 Amid Surging AI Inference Demand

Broadcom Inc. ($AVGO) is projected to approach $30 billion in artificial intelligence (AI) revenue by 2026, driven by surging demand for AI inference and an expected acceleration in the second half of the year. This forecast reflects a compound annual growth rate (CAGR) of 60% in its serviceable addressable market (SAM) and a 150% increase over two years. The company’s stock recently reached an all-time high of $256 per share, supported by strong traction in data center chips and favorable quarterly earnings results. Comparatively, Marvell Technology ($MRVL) is currently experiencing AI revenue growth exceeding 70% year-over-year, which is higher than Broadcom’s current 46% growth rate. Industry observers note that other semiconductor companies such as NVIDIA ($NVDA), AMD ($AMD), and Taiwan Semiconductor Manufacturing Company ($TSM) are also positioned to benefit from the expanding AI market.