
AI &Reported
Broadcom CEO Says AI Revenue Targets Unchanged Despite Anthropic's Call to Slow Down
Hock Tan says demand for AI infrastructure remains strong even as concerns grow over increasingly powerful models.
· 1 min read

Hock Tan says demand for AI infrastructure remains strong even as concerns grow over increasingly powerful models.

According to Ars Technica, Broadcom has acknowledged overemphasizing VMware Cloud Foundation, saying trust—not product features—is the real deficit among small and midsize business customers.

CNBC's Jim Cramer identified the two semiconductor companies as key beneficiaries of OpenAI's latest model, dubbed Astra, according to the network.

Jay Woods of Freedom Capital Markets says the two chipmakers could offer clues about where the S&P 500 heads next, according to CNBC.