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At close · Thu, Oct 8, 2026
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Home›Earnings›Results›Broadcom's CEO Sees Years of AI Demand But Warns of a…

Broadcom's CEO Sees Years of AI Demand But Warns of a Bigger Threat to the Boom

Broadcom CEO Hock Tan says AI compute demand could exceed supply through 2029 or 2030, but warns capital constraints and returns on AI investment remain key risks.

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