“We expect this to represent an AI revenue serviceable addressable market, or SAM, for XPUs and network in the range of $60 billion to $90 billion in fiscal 2027 alone.”
Tan reaffirmed the $60–90 billion fiscal 2027 SAM in March 2025, then dropped SAM framing in mid-2025; Broadcom's own fiscal 2027 AI revenue is now guided to about $115 billion, but the SAM claim itself resolves only in fiscal 2027.