Broadcom CEO Hock Tan reaffirmed AI semiconductor revenue targets of $115 billion in fiscal 2027 and $230 billion in fiscal 2028 after Anthropic CEO Dario Amodei's call for slower AI development rattled chip stocks Monday.
Broadcom still expects Anthropic to become its largest custom chip customer in 2027. Tan expressed particular confidence in inference demand, distinguishing it from training demand amid the debate over how quickly to develop more capable models.
Amodei's proposal calls for more time for safety work, not a halt to model training or technical progress. Asked on CBS whether Anthropic would stop releasing more advanced models, he said: “It doesn't mean that. What it means is that we need to make sure that every generation of models that we release is properly tested.” Anthropic and OpenAI have committed to giving independent evaluators access comparable to that of employees.
Key sources
- SOURCE@tech_echelon“Broadcom CEO Hock Tan reaffirmed the company's AI semiconductor revenue forecasts of $115 billion in fiscal 2027 and $230 billion in fiscal 2028”x.com
- SUPPORT@photoncap“Anthropic expected to become $AVGO's largest custom chip customer in 2027”x.com
- SOURCE@edludlow“Softbank closed down 11% in Japan, ADRs down 12.5% in pre.”x.com
- SUPPORT@stocksavvyshay“Dario Amodei’s gloomy AI essay is hitting the AI trade across the board pre market: • $AEHR -9% • $NBIS -8%”x.com
- SUPPORT@rohanpaul_ai“Investors are translating that safety discipline into a spending question because slower frontier training can reduce near-term demand for GPUs, memory, networking, and data centers.”x.com
- SUPPORT@ttunguz“While mega-cap infrastructure digested capex today (ORCL -4.3%, NVDA -2.8%), software surged : • Median SaaS stock up +4.5% (avg +5.2%) • 12 companies gained >= 10% in a single day • 92% of the index closed green (80 of 87)”x.com
- SUPPORT@deedydas“Today, cybersecurity stocks are swinging at +10-15% while Semiconductor stocks are down -5%.”x.com
- SOURCEmarketbrief.now