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Broadcom CEO Defends AI Growth Targets as Custom Silicon Demand Surges

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The Story

News Summary

  • Broadcom CEO Hock Tan rejected worries of an AI infrastructure slowdown, reaffirming long-term revenue targets.
  • Tan highlighted strong demand for Broadcom's custom AI chips and networking solutions among hyperscalers, positioning the company favorably even if general-purpose GPU demand cools.
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