This article first appeared on GuruFocus. Broadcom (NASDAQ:AVGO) CEO Hock Tan is pushing back hard against fears that calls to slow frontier AI development could derail the chipmaker's growth, standing behind its fiscal 2027 and 2028 AI semiconductor forecasts even after Broadcom shares sank 4.8%. For investors, Tan's argument rests on an important distinction: even if training the most advanced models slows, demand for the computing power required to actually run AI products could remain enormous. Warning! GuruFocus has detected 3 Warning Sign with AVGO. Is AVGO fairly valued? Test your thesis with our free DCF calculator.
Nous affichons publiquement l'idee principale. Creez un compte gratuit pour lire l'article complet, l'enregistrer, le commenter et le relier au contexte marches et OSINT.