Broadcom sees the surge in AI demand as a long-term trend

Golden Ten Data March 5th｜Broadcom emphasized its long-term advantages during a conference call with investors on Wednesday. The company stated that as hyperscale cloud service providers shift from training AI to leveraging AI to create products, AI demand has not diminished. On the contrary, they require more computing and network power to support their products. CEO Hock Tan said that despite market constraints, Broadcom has managed to maintain memory supply until the end of 2028. He stated: "Our cooperation with these six clients in developing AI XPU is deep, strategic, and multi-year."