Broadcom CEO addresses Anthropic's slowdown push, says AI revenue targets haven't changed
CNBC
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Broadcom CEO Hock Tan dismissed concerns about a slowdown in AI model development affecting the company's business, reaffirming AI semiconductor revenue targets of $115B in 2027 and $230B in 2028. Despite Anthropic CEO Dario Amodei's call for moderation in AI development pace, Broadcom expects strong, durable demand for AI compute infrastructure, with Anthropic set to be its largest custom chip customer in 2027 and 2028.
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