ChipsSeptember 14, 2026via CNBC Technology
Broadcom CEO addresses Anthropic's slowdown push, says AI revenue targets haven't changed
Why it matters
Chip manufacturers are betting against frontier labs' recent calls for AI capability restraint. Broadcom's unchanged revenue targets signal the hardware buildout isn't slowing, even as model labs debate safety tradeoffs.
Key signals
- Broadcom CEO Hock Tan says AI infrastructure demand 'remains strong'
- Broadcom has not changed AI revenue targets despite Anthropic's slowdown push
- Tension between frontier labs (advocating restraint) and chip vendors (betting on continued growth)
- Date: September 14, 2026
- Broadcom CEO Hock Tan: AI revenue targets unchanged despite slowdown calls
- Demand for AI infrastructure remains strong
- Anthropic has pushed for slower development of increasingly powerful models
- Broadcom is a major supplier of infrastructure chips and networking hardware to data centers
The hook
Broadcom CEO pushes back on Anthropic's AI caution—chip demand remains 'strong' despite slowdown calls.
Broadcom CEO Hock Tan said demand for AI infrastructure remains strong despite growing concerns about increasingly powerful models.