Hock Tan

Broadcom CEO Hock Tan remains confident in long-term AI revenue despite concerns over development slowdowns. He dismissed investor jitters, citing strong demand for compute infrastructure, AI development, and inference. Tan projects substantial growth in Broadcom’s AI semiconductor business, with Anthropic becoming a major custom chip customer. While acknowledging AI governance needs, he emphasizes AI’s potential to boost productivity and improve quality of life, likening its impact to the Industrial Revolution.