Broadcom CEO Addresses Anthropic's Slowdown Push, Says AI Revenue Targets Haven't Changed In a recent essay, Anthropic CEO Dario Amodei advocated for slowing down frontier model development, sparking debate about the industry's pace and its implications for companies like Broadcom that rely heavily on AI compute demand.
Despite this unease among investors, Broadcom CEO Hock Tan remains confident in his company's long term revenue targets.
Tan's optimism is rooted in his conviction that demand for compute infrastructure – particularly for inference, the day to day usage of AI models after they've been trained – will continue to drive growth.