博通发布了创纪录的盈利，受AI芯片需求推动，并提升了股东回报。 Broadcom posts record earnings, driven by AI chip demand, and raises guidance while boosting shareholder returns.

Broadcom报告了创纪录的Q1 2026财政成果,收入为193亿美元,比上一年增长29%,超过预期。 Broadcom reported record fiscal Q1 2026 results, with revenue of $19.3 billion, a 29% year-over-year increase, surpassing expectations. 由于对定制加速器和网络芯片的强劲需求,AI相关收入猛增106%,达到84亿美元。 AI-related revenue surged 106% to $8.4 billion, driven by strong demand for custom accelerators and networking chips. 该公司将第二季度的收入指导提高到220亿美元,远远超过了估计值,预计AI半导体收入为107亿美元,上升了140%。 The company raised its second-quarter revenue guidance to $22 billion, well above estimates, and projected AI semiconductor revenue of $10.7 billion, up 140%. Broadcom公司还宣布发行100亿美元的股票回购,并维持季度红利。 Broadcom also announced a $10 billion share buyback and maintained its quarterly dividend. Hock Tan公司强调了AI收入的长期能见度,预测AI芯片收入到2027年将超过1 000亿美元,并得到主要技术客户的支持。 CEO Hock Tan highlighted long-term AI revenue visibility, forecasting over $100 billion in AI chip revenue by 2027, supported by major tech clients.