Broadcom’s fiscal Q3 2026 AI semiconductor revenue, guided at $16 billion (more than 200% YoY growth) from the June earnings call, serves as the central benchmark for the market ahead of the September 2 report. Q2 results showed $10.8 billion in AI revenue with over $30 billion in bookings, reflecting accelerating hyperscaler demand for custom accelerators and high-performance networking. Key drivers include multi-year agreements with Google, Meta, Anthropic, and OpenAI, plus the June launch of the OpenAI-co-developed Jalapeño LLM-optimized processor for gigawatt-scale deployment. Competitive positioning in custom ASICs and AI networking supports visibility into the full-year $56 billion target, though some analysts viewed the Q3 guide as slightly conservative relative to elevated expectations. Execution on customer ramps and product mix will determine whether results exceed guidance.
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
79%
$17B
50%
$18B
13%
$19B
6%
$5,240 Vol.
$15B
94%
$16B
79%
$17B
50%
$18B
13%
$19B
6%
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
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, guided at $16 billion (more than 200% YoY growth) from the June earnings call, serves as the central benchmark for the market ahead of the September 2 report. Q2 results showed $10.8 billion in AI revenue with over $30 billion in bookings, reflecting accelerating hyperscaler demand for custom accelerators and high-performance networking. Key drivers include multi-year agreements with Google, Meta, Anthropic, and OpenAI, plus the June launch of the OpenAI-co-developed Jalapeño LLM-optimized processor for gigawatt-scale deployment. Competitive positioning in custom ASICs and AI networking supports visibility into the full-year $56 billion target, though some analysts viewed the Q3 guide as slightly conservative relative to elevated expectations. Execution on customer ramps and product mix will determine whether results exceed guidance.
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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