Chip giant Broadcom, following its latest quarterly earnings release, officially provided its first guidance for AI chip revenue in fiscal year 2028, projecting $230 billion, significantly higher than Wall Street's previous forecast of $174.5 billion. Concurrently, the company raised its AI revenue guidance for fiscal year 2027 to $115 billion and expects non-GAAP earnings per share to exceed $30 in fiscal year 2028. Broadcom's management also disclosed that Anthropic and OpenAI will replace Google as its largest AI chip buyers in fiscal years 2027 and 2028, respectively, indicating a diversified customer base that reduces reliance on a single client. Investment banks including Goldman Sachs, HSBC, and Jefferies have all maintained their "buy" ratings.