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Broadcom CEO Hock Tan dismisses AI slowdown concerns, reaffirms $115B and $230B AI revenue targets for FY2027 and FY2028
Tan's comments came after Anthropic CEO Dario Amodei's weekend essay advocating for a moderation in AI model development rattled investors, leading to a 4.8% drop in Broadcom shares and a 5.6% decline in the iShares Semiconductor ETF on Monday. Tan stated that demand for AI compute infrastructure remains strong and durable, and Anthropic is on track to become Broadcom's largest custom chip customer in 2027 and 2028.
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Source：CNBC头条 · Source Link
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