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Broadcom CEO stands by $230 billion AI chip revenue target for 2028

CNBC reports that CEO Hock Tan described AI infrastructure demand as strong despite growing concerns about increasingly powerful models.

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QuartzQU
3 Sources, 21d ago, first seen 21d ago

TLDR

Quartz reports that Broadcom CEO Hock Tan stood by his $230 billion AI chip revenue target for 2028 after an essay from Anthropic's CEO rattled AI infrastructure stocks. Citing Tan's comments to CNBC, Quartz says he described demand for AI computing infrastructure as strong and durable. It also reports that Broadcom shares fell 4.8% on September 14.

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39.9K

3 Sources, first seen 21d ago

78 likes7 comments13 saves6 reposts

Combined views

39.9K

3 Sources, first seen 21d ago

78 likes7 comments13 saves6 reposts

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3 Sources

CNBC@CNBCBroadcom CEO addresses Anthropic's slowdown push, says AI revenue targets haven't changed https://www.cnbc.com/2026/09/14/broadcom-ceo-on-anthropics-slowdown-push-ai-revenue-targets-havent-changed.html?taid=6aa87a936a20e50001034dec&utm_campaign=trueanthem&utm_content=main&utm_medium=social&utm_source=twitter21d
Quartz@qzBroadcom's CEO isn't worried about an AI slowdown — here's why: After an essay from Anthropic's CEO rattled AI infrastructure stocks, Broadcom chief Hock Tan stood firm on his $230 billion chip revenue target for 2028. His confidence has a… https://dlvr.it/TVTyzd #Broadcom #AI20d
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    3 Sources

    CNBC@CNBCBroadcom CEO addresses Anthropic's slowdown push, says AI revenue targets haven't changed https://www.cnbc.com/2026/09/14/broadcom-ceo-on-anthropics-slowdown-push-ai-revenue-targets-havent-changed.html?taid=6aa87a936a20e50001034dec&utm_campaign=trueanthem&utm_content=main&utm_medium=social&utm_source=twitter21d
    Quartz@qzBroadcom's CEO isn't worried about an AI slowdown — here's why: After an essay from Anthropic's CEO rattled AI infrastructure stocks, Broadcom chief Hock Tan stood firm on his $230 billion chip revenue target for 2028. His confidence has a… https://dlvr.it/TVTyzd #Broadcom #AI20d
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