Broadcom CEO Hock Tan on Monday brushed off concerns about what a potential slowdown in frontier AI model development could mean for the chipmaker's business, telling CNBC that the company stands by its long-term revenue targets. Tan's comments came as investors were rattled by Anthropic CEO Dario Amodei's weekend essay advocating for a moderation in the pace of model development. Amodei's message, which received support from OpenAI CEO Sam Altman and Elon Musk, prompted investors in AI infrastructure providers to reconsider their expectations for compute demand during Monday's session. Shares of Broadcom — whose custom-chip business counts Anthropic as one of its most important customers — fell 4.8%.
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