{
  "id": 8911149,
  "title": "“Our Targets Haven’t Changed”: Broadcom’s CEO Pushes Back on the AI Slowdown Scare",
  "url": "https://urgent.news/2026/09/21/our-targets-havent-changed-broadcoms-ceo-pushes-back-on-the-ai",
  "topic": "ai",
  "section": "AI",
  "published": "2026-09-21T11:25:07.000Z",
  "source": {
    "name": "Yahoo Finance",
    "slug": "yahoo-finance",
    "url": "https://finance.yahoo.com/technology/ai/articles/targets-haven-t-changed-broadcom-112507800.html"
  },
  "original_language": "en",
  "account": "Broadcom's CEO Hock Tan insisted that the company's AI revenue projections, which anticipate a $115 billion figure for fiscal 2027 and a $230 billion figure for fiscal 2028, remain unchanged despite Anthropic CEO Dario Amodei's proposal suggesting a deliberate slowdown in AI industry progress. ANTHROPIC is poised to become Broadcom's single largest custom silicon customer, with Anthropic committing to deploy 5 gigawatts of Broadcom's next-generation TPU v8i chips in 2027 and a path to 10 gigawatts in 2028. Tan's public statements on AI revenue targets have previously caused significant fluctuations in Broadcom's shares, as seen in a 12% drop following Tan's reaffirmation of the company's $100 billion AI semiconductor target. Broadcom's stock remains sensitive to any discrepancies between guidance given by Tan and investor expectations, despite the hedge fund ownership in Broadcom being relatively low. The company's historical volatility in response to the AI-pacing debate highlights the importance of closely monitoring Broadcom's fiscal fourth-quarter results call for any discussion on order patterns from Anthropic, as this would be more credible than reassurance delivered in an interview.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}