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Delivered Bullish AI Commentary on Fiscal 2027, 2028 Revenue Outlook, Demand Visibility, UBS Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2664093088","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664093088?lang=en_us&edition=fundamental","pubTime":"2026-09-04 03:15","pubTimestamp":1788462906,"startTime":"0","endTime":"0","summary":"Broadcom  reported incrementally bullish artificial intelligence commentary around its fiscal 2027 and 2028 revenue guidance and longer-term demand visibility, although the update does not fundamentally change the debate, as fiscal 2028 guidance came in only modestly above buy-side expectations heading into the print, UBS Securities said in a note Thursday.The company highlighted strong AI momentum across all six XPU customers and said it sees approximately 30 gigawatts of custom AI infrastructure demand across fiscal 2027 and 2028, according to the note.Consequently, management raised its fiscal 2027 AI revenue outlook to $115 billion from $100 billion and indicated that fiscal 2028 AI revenue could double to $230 billion, roughly $30 billion above UBS' earlier estimate, the note added.UBS models Broadcom's tensor processing unit share materially above MediaTek's, reaching approximately 6 million TPUs in calendar 2027 and potentially 6.5 million to 7 million in 2028.The company 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Hugging Face is a $13 Billion Look into AI's Future","url":"https://stock-news.laohu8.com/highlight/detail?id=2664329809","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664329809?lang=en_us&edition=fundamental","pubTime":"2026-09-04 03:06","pubTimestamp":1788462360,"startTime":"0","endTime":"0","summary":"Hugging Face, a small start-up with an emoji as its logo, has become one of the most important players in artificial intelligence. 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Results, 4Q Guide Missed Nvidia's High Sector Bar","url":"https://stock-news.laohu8.com/highlight/detail?id=2664803450","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664803450?lang=en_us&edition=fundamental","pubTime":"2026-09-04 00:04","pubTimestamp":1788451440,"startTime":"0","endTime":"0","summary":"Broadcom is likely trading down after its fourth-quarter outlook implied earnings per share that missed Street consensus, especially given Nvidia's recent blowout quarter, StoneX analyst Cody Acree writes in a note. Nvidia's results and guidance \"reset the sector bar much higher last week,\" Acree says. \"Broadcom's recent relative underperformance reduced the hurdle, but the quarter still arrived in a market that is penalizing anything short of a step-function surprise.\" He adds that despite Broadcom's impressive long-term guidance for AI revenue, investors may be waiting for more signs of execution before putting their full faith in the forecast. 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Teams up with Google Cloud, Nvidia and AWS to Advance Physical AI for Factory Robotics","url":"https://stock-news.laohu8.com/highlight/detail?id=2664880805","media":"Reuters","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664880805?lang=en_us&edition=fundamental","pubTime":"2026-09-03 23:20","pubTimestamp":1788448859,"startTime":"0","endTime":"0","summary":"FANUC teams up with Google Cloud, Nvidia and AWS to advance Physical AI for factory roboticsFanuc entered collaborations with Google Cloud, Nvidia, AWS to advance “Physical AI” for industrial 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Valuation Remains 'Compelling' for Investors, Morgan Stanley Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2664808162","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664808162?lang=en_us&edition=fundamental","pubTime":"2026-09-03 22:59","pubTimestamp":1788447573,"startTime":"0","endTime":"0","summary":"Broadcom's  valuation remains \"compelling\" for investors as its growth continues to be robust, Morgan Stanley said in a Thursday note.The company posted \"impressive\" fiscal Q3 results, despite Morgan Stanley's warning that market expectations could limit near-term upside, according to the note.Revenue from AI-related business in the second half will more than triple from last year, and projections that revenue will double next year are not surprising, the analysts said, noting that this is in line with their own forecast.Some optimistic investors are anticipating more than $150 billion in AI-related revenue for 2027, but Broadcom has been consistent in being conservative in public statements, guiding to $115 billion in 2027, the analysts said.The high expectations have caused concern among investors about the company's market share in the tensor processing unit ecosystem.However, Broadcom is expanding sales beyond TPU-focused customers, with six customers for its XPUs, including four 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