{"id":62241,"date":"2026-06-04T14:26:08","date_gmt":"2026-06-04T14:26:08","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/62241\/"},"modified":"2026-06-04T14:26:08","modified_gmt":"2026-06-04T14:26:08","slug":"openai-and-anthropic-are-scaling-faster-than-broadcom-expected-six-months-ago-broadcom-nasdaqavgo","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/62241\/","title":{"rendered":"OpenAI And Anthropic Are Scaling Faster Than Broadcom Expected Six Months Ago &#8211; Broadcom (NASDAQ:AVGO)"},"content":{"rendered":"<p class=\"block core-block\">According to Tan, demand measured in gigawatts of compute power continues to rise rapidly. \u201cThat amount of gigawatts required \u2026 is growing very fast,\u201d Tan said, referring to the compute capacity needed to support advanced AI models.<\/p>\n<p class=\"block core-block\">The surprise, however, was how much faster that growth is occurring.<\/p>\n<p class=\"block core-block\">\u201cWe\u2019re talking about capacity as measured by gigawatt power that are way ahead of what we have expected say six months ago,\u201d Tan added while discussing <a href=\"https:\/\/www.benzinga.com\/markets\/tech\/25\/11\/48764284\/anthropic-cheaper-chips-may-be-its-sharpest-edge-against-openai\" target=\"_blank\" rel=\"nofollow noopener\">OpenAI and Anthropic<\/a>.<\/p>\n<p>Compute Demand Is Accelerating<\/p>\n<p class=\"block core-block\">The comments suggest that demand for AI infrastructure is not merely growing \u2014 it is accelerating.<\/p>\n<p class=\"block core-block\">Broadcom has become one of the key suppliers enabling that expansion through its custom AI accelerators and networking products. The company disclosed that AI semiconductor revenue reached a record $10.8 billion during the quarter and expects AI semiconductor revenue to reach approximately $56 billion for fiscal 2026.<\/p>\n<p class=\"block core-block\">Tan also indicated that the growth trajectory extends well beyond next year.<\/p>\n<p>The Road To 2028 Growth<\/p>\n<p class=\"block core-block\">\u201cIf you ask about 27 or 28 that will continue to grow,\u201d Tan said. \u201cWe expect in fact 28 to be a substantial growth.\u201d<\/p>\n<p class=\"block core-block\">The remarks reinforce a theme that has emerged across the AI ecosystem: despite concerns that spending could eventually slow, the largest AI developers continue to signal a need for more compute, more power and more infrastructure.<\/p>\n<p class=\"block core-block\">For Broadcom, that demand appears to be arriving faster than expected. For investors, it raises a bigger question: if today\u2019s AI leaders are already exceeding infrastructure forecasts, how much larger could the AI buildout ultimately become?<\/p>\n<p class=\"block core-block\">Photo: Tada Images \/ Shutterstock<\/p>\n","protected":false},"excerpt":{"rendered":"According to Tan, demand measured in gigawatts of compute power continues to rise rapidly. \u201cThat amount of gigawatts&hellip;\n","protected":false},"author":2,"featured_media":62242,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[15008,5895,5893,5896,5894,7911,5892,157,5891,8375,7778,444,7707,7779,23984,7914,8948,8114],"class_list":["post-62241","post","type-post","status-publish","format-standard","has-post-thumbnail","category-openai","tag-category-earnings","tag-category-movers","tag-category-news","tag-category-tech","tag-category-top-stories","tag-category-trading-ideas","tag-cms-wordpress","tag-openai","tag-pageisbzpro-bz","tag-symbol-avgo","tag-symbol-googl","tag-tag-ai","tag-tag-anthropic","tag-tag-artificial-intelligence","tag-tag-earnings-call-transcripts","tag-tag-expert-ideas","tag-tag-open-ai","tag-tag-stories-that-matter"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/62241","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=62241"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/62241\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/62242"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=62241"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=62241"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=62241"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}