Hock Tan

person · President and CEO, Broadcom Inc.Credibility: 60%

Why this score? President and CEO of Broadcom, an interested party in every claim about AI demand: the company sells the custom accelerators the spending buys and arranges financing for two of the customers buying them. His reported figures are filed under liability, but his multi-year revenue and EPS targets are claims about his own company's prospects and are treated as self-serving under Principle 12. Rated at the executive baseline pending a track record; the FY2027 and FY2028 targets recorded this cycle are the first scored predictions against his name.

Tracked Statements (1)

In 2027, we have secured the supply to again double AI revenue to approximately $115 billion. Our demand actually exceeds this outlook, and we will work to improve supply. In 2028, we expect the trajectory of growth to continue. We have line of sight for fiscal 2028 AI semiconductor revenue growth to again double to $230 billion.^?

— Hock Tan · Sep 2, 2026

Topic: state of ai/the money

Source ↗

Context: Newly recorded; resolves when Broadcom reports fiscal 2027. Not in the results release and not formal guidance — a verbal multi-year outlook the company said it will not update quarterly. An analyst on the same call derived $11-12bn of content per gigawatt from Broadcom's own figures, against the $20-30bn Tan asserted.