AVGO on track for 10GW AI compute by 2027, Shay Boloor notes

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04.06.2026

AVGO on track for 10GW AI compute by 2027, Shay Boloor notes — AVGO targets 10GW AI compute by 2027

Shay Boloor reports that the CEO of AVGO stated the company’s 2027 plan to ship 10GW of AI compute capacity remains on course. The CEO also highlighted expectations for increased gigawatt deliveries in 2028.

According to Boloor, demand for AI compute is rising faster than anticipated, while revenue per gigawatt of capacity is staying relatively stable.

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Boloor has previously reported on NBIS's commitment to invest over $9 billion in a French AI cloud project with 240MW capacity. In a separate update, he highlighted IREN's move above $65 following increased ARR guidance and a $1.6 billion DELL deal for AI systems in Texas. Both developments signal sustained capital inflows into large-scale AI infrastructure.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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