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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
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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