Broadcom CEO Hock Tan addresses concerns about an AI slowdown and a potential impact on the broader market, saying demand for AI infrastructure is still strong. In comments reported by CNBC, Tan discusses the implications of Anthropic’s slowdown and frames the issue as not changing Broadcom’s outlook for AI-related business.
Tan says Broadcom’s AI revenue targets have not changed, despite ongoing debate about whether more capable models are increasing costs or affecting deployment pace. CNBC and Seeking Alpha both present Tan as dismissing the idea that an AI slowdown is already undermining enterprise and infrastructure spending.
The outlets focus on different aspects of Tan’s remarks. CNBC highlights his response to Anthropic’s reported slowdown and the continued strength of AI infrastructure demand, while Seeking Alpha centers on Broadcom’s decision to stand by long-term revenue goals. Across coverage, the common point is that the CEO views current industry concerns as insufficient to alter Broadcom’s longer-term targets for AI revenue.
