Broadcom's revenue from AI grew 220 percent in the past year to $12.2 billion, illustrating the surge in demand for AI infrastructure and components.
Hock Tan emphasized that large tech companies will continue investing in AI until they exhaust budgets or shareholders push back, projecting significant growth in AI chip sales.
Tan predicts that by 2027, customers could be building clusters with up to 1 million AI chips, highlighting the immense scale and demand for computing power.
Tan credits advancements in generative AI to the powerful combination of increased data, computing power, and smarter algorithms, suggesting that this trend will persist.
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