Hock Tan 2 items
LatestBriefsLong-formDiscussionsNewsCompaniesReviewsArchive
People Search
News 2026-09-15 · 07:15 ET
Tan: Broadcom FY27/FY28 AI semi targets unchanged
On CNBC Mad Money, Hock Tan said Anthropic pacing chatter has not changed Broadcom's $115bn FY27 / $230bn FY28 AI semi forecasts; demand "very durable."
reported CNBC · Broadcom · Anthropic · OpenAI
Discussion 2026-09-15 · 03:54 ET
Do Broadcom's FY27/FY28 AI revenue targets rebut Monday's "cycle end" tape?
After Monday's chip de-rating, JP Insights weighs Hock Tan's reaffirmed ~$115B FY27 / ~$230B FY28 AI semiconductor outlook — and Anthropic as largest custom silicon customer in 2027 — against weekly end-of-cycle takes. Visible replies favor operator numbers; demand vs delivery remains open.
top-replies Broadcom · Anthropic · OpenAI
‹ All posts People /Hock Tan ARCHIVE
Person

Hock Tan

2 documents in the archive.

Appearances newest first
Tan: Broadcom FY27/FY28 AI semi targets unchanged
On CNBC Mad Money, Hock Tan said Anthropic pacing chatter has not changed Broadcom's $115bn FY27 / $230bn FY28 AI semi forecasts; demand "very durable."
Tue, 15 Sept 2026 · 07:15 ET News reported
Do Broadcom's FY27/FY28 AI revenue targets rebut Monday's "cycle end" tape?
After Monday's chip de-rating, JP Insights weighs Hock Tan's reaffirmed ~$115B FY27 / ~$230B FY28 AI semiconductor outlook — and Anthropic as largest custom silicon customer in 2027 — against weekly end-of-cycle takes. Visible replies favor operator numbers; demand vs delivery remains open.
Tue, 15 Sept 2026 · 03:54 ET Discussion top-replies