Broadcom: AI Slowdown? CEO Hock Tan Disagrees - 230 Billion USD in AI Revenue and Inference Boom Remain on Track
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Anthropic is expected to become Broadcom's largest XPU customer by 2027 and maintain this position in 2028. Broadcom anticipates 1 GW of computing power for Anthropic in 2026, an additional 5 GW in 2027, and another 10 GW in 2028 – while OpenAI scales its own Broadcom-XPU in parallel. CEO Hock Tan maintains a projection of around 230 billion USD in AI semiconductor revenue by 2028. With more than 30 USD in EPS, this would result in a P/E ratio of about 11.5 for 2028. The stock market fears a slower expansion of AI infrastructure...
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