The article argues that Broadcom, which designs custom AI chips for large hyperscaler clients such as Alphabet, Meta, Anthropic and OpenAI, could grow strongly. AI semiconductor revenue is expected to reach $57.6 billion this year, $115 billion next year and $230 billion by 2028, roughly a fourfold increase in two years. Adding non-AI revenue of about $48 billion this year, growing 10% a year in 2027 and 2028, the author estimates about $288 billion in total revenue by 2028. Assuming a 40% profit margin, below the 44% in the latest quarter, and a 30 times earnings multiple, the author arrives at a $3.45 trillion company value versus $1.65 trillion today, implying a $10,000 investment could become $20,000 by the end of 2028 if the projections hold.
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