Broadcom's chief executive said demand tied to artificial intelligence is improving the company's visibility through 2028, underscoring how sustained spending on AI infrastructure is supporting longer-term growth prospects for semiconductor suppliers. The update builds on Broadcom's previously stated plan to ship 10 gigawatts of AI chips in 2027, highlighting continued demand for specialized compute used to train and run advanced AI models. The development points to the broader transformation of the chip industry as AI becomes a major driver of investment, capacity planning and revenue expectations.