#hocktan — Public Fediverse posts

#Broadcom CEO #HockTan projects #AIchip revenue to exceed $100 billion next year, driven by increasing demand for #customsilicon from large customers like Google, Meta, Anthropic, and OpenAI. The company’s AI revenue more than doubled in the first quarter, reaching $8.4 billion, and is expected to reach $10.2 billion this quarter. https://www.cnbc.com/2026/03/04/broadcom-sees-ai-chip-sales-significantly-over-100-billion-in-2027.html?AIagents.at #AIagent #AI #ML #NLP #LLM #GenAI

Ecco un ripologo interessante sugli effetti sul mondo dello sviluppo software (proprietario e libero) dell'acquisizione di alcune grosse aziende informatiche negli ultimi anni. #broadcom #vmware #bitnami #HockTan
https://fastcode.io/2025/08/30/the-69-billion-domino-effect-how-vmwares-debt-fueled-acquisition-is-killing-open-source-one-repository-at-a-time/

#AI #GPU clusters with one million GPUs are planned for #2027
#Broadcom predicts three of its clients, #hyperscalers, will deploy AI #supercomputers with one million #XPU in fiscal 2027. #HockTan, President and CEO, at Q4 2024 earnings call said "In 2027, we believe each of them plans to deploy 1,000,000 XPU clusters across a single fabric." It was rumored #ByteDance and #OpenAI teamed up with Broadcom to develop their AI chips. Broadcom, of course, does not mention names
https://www.tomshardware.com/tech-industry/artificial-intelligence/ai-gpu-clusters-with-one-million-gpus-are-planned-for-2027-broadcom-says-three-ai-supercomputers-are-in-the-works