Broadcom reports remaining performance obligations of $179B as AI semiconductor revenue surges 221%

Broadcom just posted a number that puts its AI ambitions into sharp relief. The company’s remaining performance obligations, essentially the total value of contracted revenue it hasn’t yet recognized, hit approximately $179.2 billion as of August 2. The figure represents a significant jump from the roughly $164.6 billion Broadcom reported as of May 3, meaning the company added nearly $15 billion in new contracted commitments in a single quarter. For context, the RPO figure sat around $45 billion in earlier periods before major AI contract inclusions began reshaping the company’s financial profile. A quarter that rewrites the growth playbook Broadcom’s fiscal Q3 2026 results, released September 2, delivered total revenue of $29.6 billion, representing an 86% increase year-over-year. Revenue from AI chips reached $16.7 billion, a 221% surge compared to the same period last year. Broadcom’s Q4 fiscal 2026 guidance projects revenue of approximately $34.8 billion, which would represent a 93% year-over-year increase. AI semiconductor revenue specifically is expected to hit $21.7 billion in Q4, a 236% jump from the prior year. The company also declared a quarterly dividend of $0.65 per sh...