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Broadcom CEO Says AI Value Is in Frontier Models and Custom Chips

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Despite a post-earnings stock drop, Wall Street analysts are looking for renewed highs in Broadcom. CEO Tan argues AI’s clearest near-term value comes from improving engineering quality and accelerating new technology, especially frontier models and their applications. He cites a $30B annual recurring revenue example for 1 gigawatt of compute, prefers closed frontier models, and says Broadcom’s custom XPUs are built with frontier-model customers.

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