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CEO Hock Tan reassures investors on Broadcom AI revenue outlook

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  • CEO Hock Tan reassures investors on Broadcom AI revenue outlook

    Broadcom CEO Hock Tan addressed concerns about a potential slowdown in AI model development, saying revenue forecasts for AI chips in fiscal 2027 and 2028 remain intact and emphasizing sustained demand for compute infrastructure. The comments were presented as reassurance amid market worries about AI-driven chip demand.

    via TabTab8h agoSource

  • Federal Circuit revives Texas A&M licensee’s Wi‑Fi patent suit against Broadcom

    The U.S. Court of Appeals for the Federal Circuit ruled that Broadcom must face a patent lawsuit from TexasLDPC, the licensee of Texas A&M wifi patents, finding the lower court erred in concluding the licensee lacked standing. The appeals court said enforcement activity was within TexasLDPC’s contemplated business operations, sending the case back to district court.

    via TabTab18h agoSource

  • Broadcom shares fall ~4% amid semiconductor-sector weakness

    Broadcom’s stock dropped about 4.1–4.3% on Sept. 14, trading below major moving averages as part of broader semiconductors-sector weakness; reports tie the move to sector-wide profit-taking and elevated yields rather than company-specific news. The pullback follows recent investor reassessment of AI hardware valuations.

    via TabTab20h agoSource

  • Broadcom says Anthropic will become its largest XPU purchaser

    Broadcom told investors that sales to Anthropic are on track to surpass sales to Alphabet’s Google division, with Anthropic expected to ramp XPU purchases dramatically in 2027. The company highlighted expanding shipments of its Ironwood TPU family to Anthropic, signaling a material customer mix shift for Broadcom’s custom AI chip business.

    via TabTab23h agoSource

  • Broadcom unveils Jericho 4 router chip for distributed AI networks

    Broadcom introduced the Jericho 4 Ethernet fabric router, built on TSMC’s 3 nm process, designed to interconnect over one million processors across data centers up to 60 miles apart and including HBM buffering and line-rate MACsec. The product targets hyperscale AI deployments and complements Broadcom’s existing Tomahawk and Ultra chips for large-scale AI infrastructure.

    via TabTab1d agoSource

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