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Hock Tan

President, Chief Executive Officer & Executive Director, Broadcom

Search every verified Hock Tan interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Hock Tan, President and CEO of Broadcom, appeared on CNBC's "Mad Money" with Jim Cramer on September 14, 2026, to discuss the company's performance amid market concerns about AI spending. Tan stated that demand for AI compute infrastructure, including frontier model development and inference, remains "very strong" and "durable." He noted that Broadcom serves six customers creating frontier models, describing two of them, OpenAI and Anthropic, as "cash flow poor" but "valuation rich" due to their technology. Tan also addressed calls for a slowdown in AI development, saying safeguards can be implemented without slowing progress, and he expressed confidence in continued strength in productized inference. During Broadcom's Q3 FY26 earnings call on September 2, 2026, Tan reported that the company has "line of sight" for fiscal 2028 AI semiconductor revenue to double to $230 billion, with supply secured to meet that outlook. He also stated that Broadcom expects to ship $350 billion of AI semiconductors to customers over the next two years. In a July 27, 2026 meeting with South Korean officials, Tan discussed Broadcom's collaboration with Samsung and SK Hynix on advanced high-bandwidth memory (HBM) development and integration into its chips. He also expressed commitment to supporting Korea's vision for "AI sovereign" and helping build the country as a global AI hub, noting work with local startups creating custom semiconductors for their large language models.

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Notable quotes

“We have six customers, only six. But they are all creating frontier models or LMs as we know it. Because my view is the real value to be created out of this phenomenon of generative AI and the compute that goes with it comes from the companies, enterprises who are creating their own frontier models. Of the six, two OpenAI Anthropic are ones that are what I consider cash flow poor. But they are valuation rich because ”

“We see the demand for compute infrastructure for AI, development of AI frontier models, and inference for the products that they feed to the world as continuing to be very strong and, I believe, very durable.”

“We are working with two strategic partners Samsung SK high in developing and procuring very advanced high band memory which is very critical part of creating AI.”

“I do want to assure you Broadcom and I personally are very committed to your vision for AI sovereign in Korea but also to help build up Korea as a global AI.”

“Meanwhile, organically, this phenomenon we call generative AI and our ability to ship, uh, ship them picks and shovels the compute capacity into this demand, which is almost insatiable, makes it very hard to choose M&A over focusing and succeeding in, uh, generative AI compute.”

“In the last two years, I between 24 and 26 this year I would be doubling my revenues. I would create over $50 billion per year annualized on revenue. I'm looking around. What can I buy that even come close to that? And that's the tricky part.”

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