Broadcom’s fiscal Q3 2026 AI semiconductor revenue is guided at exactly $16 billion—more than double the prior-year level and roughly 54% of the company’s $29.4 billion total revenue target—setting the bar for any Polymarket threshold near that figure. The company delivered $10.8 billion in AI revenue in fiscal Q2 (ended May), with bookings exceeding $30 billion and networking silicon accounting for nearly 40% of the mix. Momentum stems from long-term, multi-gigawatt custom XPU and networking deals with six core hyperscalers, including Google’s extended TPU agreement through 2031, Anthropic’s ramp, Meta’s MTIA accelerators, and OpenAI’s Jalapeño inference chip slated for late-2026 production. Results arrive September 2, and analysts note the guidance sits slightly below some elevated consensus figures while broader AI spending signals (including Nvidia’s outlook) remain supportive. Execution risks around customer financing structures, mix-driven margin pressure, and potential share shifts to competitors like Marvell could still influence the final print.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · UpdatedNEW
Sep 2, 2026
$15B
95%
$16B
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$17B
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$18B
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$5,654 Vol.
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$581 Vol.
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$16B
$2,179 Vol.
69%
$17B
$825 Vol.
41%
$18B
$2,069 Vol.
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This market will resolve to "Yes" if Broadcom's AI revenue for the upcoming third fiscal quarter, as reported in its official company earnings materials, are above the listed amount. Otherwise, this market will resolve to "No".
The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by September 30, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is the specified company's official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.Broadcom’s fiscal Q3 2026 AI semiconductor revenue is guided at exactly $16 billion—more than double the prior-year level and roughly 54% of the company’s $29.4 billion total revenue target—setting the bar for any Polymarket threshold near that figure. The company delivered $10.8 billion in AI revenue in fiscal Q2 (ended May), with bookings exceeding $30 billion and networking silicon accounting for nearly 40% of the mix. Momentum stems from long-term, multi-gigawatt custom XPU and networking deals with six core hyperscalers, including Google’s extended TPU agreement through 2031, Anthropic’s ramp, Meta’s MTIA accelerators, and OpenAI’s Jalapeño inference chip slated for late-2026 production.
Results arrive September 2, and analysts note the guidance sits slightly below some elevated consensus figures while broader AI spending signals (including Nvidia’s outlook) remain supportive. Execution risks around customer financing structures, mix-driven margin pressure, and potential share shifts to competitors like Marvell could still influence the final print.
This market will resolve to "Yes" if Broadcom's AI revenue for the upcoming third fiscal quarter, as reported in its official company earnings materials, are above the listed amount. Otherwise, this market will resolve to "No".
The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by September 30, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is the specified company's official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by September 30, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is the specified company's official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
Market Opened: Aug 4, 2026, 5:54 PM ET
Volume
$5,654End Date
Sep 2, 2026Market Opened
Aug 4, 2026, 5:54 PM ETResolver
0x65070BE91...This market will resolve to "Yes" if Broadcom's AI revenue for the upcoming third fiscal quarter, as reported in its official company earnings materials, are above the listed amount. Otherwise, this market will resolve to "No".
The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by September 30, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is the specified company's official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.Broadcom’s fiscal Q3 2026 AI semiconductor revenue is guided at exactly $16 billion—more than double the prior-year level and roughly 54% of the company’s $29.4 billion total revenue target—setting the bar for any Polymarket threshold near that figure. The company delivered $10.8 billion in AI revenue in fiscal Q2 (ended May), with bookings exceeding $30 billion and networking silicon accounting for nearly 40% of the mix. Momentum stems from long-term, multi-gigawatt custom XPU and networking deals with six core hyperscalers, including Google’s extended TPU agreement through 2031, Anthropic’s ramp, Meta’s MTIA accelerators, and OpenAI’s Jalapeño inference chip slated for late-2026 production.
Results arrive September 2, and analysts note the guidance sits slightly below some elevated consensus figures while broader AI spending signals (including Nvidia’s outlook) remain supportive. Execution risks around customer financing structures, mix-driven margin pressure, and potential share shifts to competitors like Marvell could still influence the final print.
This market will resolve to "Yes" if Broadcom's AI revenue for the upcoming third fiscal quarter, as reported in its official company earnings materials, are above the listed amount. Otherwise, this market will resolve to "No".
The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by September 30, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is the specified company's official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by September 30, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is the specified company's official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
Volume
$5,654End Date
Sep 2, 2026Market Opened
Aug 4, 2026, 5:54 PM ETResolver
0x65070BE91...Broadcom’s fiscal Q3 2026 AI semiconductor revenue is guided at exactly $16 billion—more than double the prior-year level and roughly 54% of the company’s $29.4 billion total revenue target—setting the bar for any Polymarket threshold near that figure. The company delivered $10.8 billion in AI revenue in fiscal Q2 (ended May), with bookings exceeding $30 billion and networking silicon accounting for nearly 40% of the mix. Momentum stems from long-term, multi-gigawatt custom XPU and networking deals with six core hyperscalers, including Google’s extended TPU agreement through 2031, Anthropic’s ramp, Meta’s MTIA accelerators, and OpenAI’s Jalapeño inference chip slated for late-2026 production. Results arrive September 2, and analysts note the guidance sits slightly below some elevated consensus figures while broader AI spending signals (including Nvidia’s outlook) remain supportive. Execution risks around customer financing structures, mix-driven margin pressure, and potential share shifts to competitors like Marvell could still influence the final print.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated
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