Broadcom CEO Hock Tan stated that compute demand from customers is "insatiable" and is expected to remain at the same or elevated levels into 2028.

Expert perspectiveAI Daily Brief HostJun 25

Broadcom CEO Hock Tan predicts that demand and rollout for the OpenAI custom chip next year will exceed his prior estimates for 1.3 gigawatts of supply.

Expert perspectiveSeth FigermanJun 25

Broadcom CEO Hock Tan predicts that every frontier AI model developer will eventually have its own custom chip.

Expert perspectiveEd LudlowJun 25

Broadcom CEO Hock Tan has indicated the company is entering a "post-M&A phase," shifting its growth strategy to focus on internal chip development rather than large acquisitions.

Expert perspectiveTom GilesJun 5

Broadcom CEO Hock Tan stated that the company is prioritizing organic growth in generative AI compute over pursuing M&A, which he views as a distraction.

Official sourceHock TanJun 5

Broadcom CEO Hock Tan expects to double the company's revenues between 2024 and 2026, creating over $50 billion in annualized revenue.

Official sourceHock TanJun 5

What Hock Tan has said