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hock tan

T3 · host / generalist
1 call·1 name·100% bull·last heard 2 months ago·Bloomberg Tech
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Broadcom CEO sees unlimited demand for custom AI chips from frontier labs

Broadcom CEO Hock Tan believes every frontier AI lab will develop custom chips to control their infrastructure stack, and he sees no limit to demand for this infrastructure, predicting next-year rollouts will exceed prior supply estimates.

Bloomberg Tech2026-06→

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Broadcom
HIGHhock tan·Bloomberg Tech·2 months ago· position
Broadcom CEO sees unlimited demand for custom AI chips from frontier labs
Broadcom CEO Hock Tan believes every frontier AI lab will develop custom chips to control their infrastructure stack, and he sees no limit to demand for this infrastructure, predicting next-year rollouts will exceed prior supply estimates.
"FROM BROADCOM, THERE QUITE A LOT OF FIGHTING TALK. THEY SEE A LOT OF DEMAND WHAT WAS INTERESTING TO ME IS THEY SEE A WORLD WHERE EVERY FRONTIER LAB HAS A CUSTOM CHIP... HE SEES NO…"
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