Broadcom's fiscal Q3 2026 AI semiconductor revenue guidance of $16 billion—more than 200% year-over-year growth—serves as the central anchor for trader expectations ahead of the September 2 earnings release. This follows Q2 results of $10.8 billion in AI revenue (143% growth), which already represented nearly half of total sales and included over $30 billion in new bookings. Momentum stems from multi-year custom XPU and networking agreements with six core hyperscale customers including Google (TPU), Meta (MTIA), Anthropic, and OpenAI, plus accelerating AI cluster demand that favors Broadcom's high-bandwidth Ethernet and SerDes solutions. Recent VMware Private AI Cloud and AI Factory announcements further support enterprise adoption, while Nvidia's growth outlook reinforces broader spending. Any deviation from the $16 billion mark on the upcoming report could shift near-term sentiment given the market's heavy weighting toward confirmed execution.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated$15B
94%
$16B
70%
$17B
41%
$18B
18%
$19B
11%
$6,018 Vol.
$15B
94%
$16B
70%
$17B
41%
$18B
18%
$19B
11%
The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
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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".
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Market Opened: Aug 4, 2026, 5:54 PM ET
Resolver
0x65070BE91...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.
Resolver
0x65070BE91...Broadcom's fiscal Q3 2026 AI semiconductor revenue guidance of $16 billion—more than 200% year-over-year growth—serves as the central anchor for trader expectations ahead of the September 2 earnings release. This follows Q2 results of $10.8 billion in AI revenue (143% growth), which already represented nearly half of total sales and included over $30 billion in new bookings. Momentum stems from multi-year custom XPU and networking agreements with six core hyperscale customers including Google (TPU), Meta (MTIA), Anthropic, and OpenAI, plus accelerating AI cluster demand that favors Broadcom's high-bandwidth Ethernet and SerDes solutions. Recent VMware Private AI Cloud and AI Factory announcements further support enterprise adoption, while Nvidia's growth outlook reinforces broader spending. Any deviation from the $16 billion mark on the upcoming report could shift near-term sentiment given the market's heavy weighting toward confirmed execution.
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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