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#broadcom
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Broadcom reports AI semiconductor revenue up 221% year on yearBroadcom reported Q3 fiscal 2026 AI semiconductor revenue of $16.7B, up 221% year on year and 54% quarter on quarter. It guided to $21.7B of AI semiconductor revenue in Q4, while total Q3 revenue was $29.6B.→Broadcom adds governed data and agent sandboxes to VMware TanzuThe new VMware Tanzu capabilities combine on-site structured and unstructured data processing with deny-by-default agent sandboxes, curated tools and an AI gateway. Broadcom says the capabilities will become generally available in autumn 2026.→