Hock Tan is not a man for half measures. The CEO of Broadcom, one of the world's largest chip manufacturers, has a clear message: The AI boom is not hype – it is the foundation of the next technological revolution. And Broadcom is at the forefront, ready to reap billions from the AI gold rush.

Our customers invest fully. They only stop when the money or the patience of the shareholders runs out," Tan said recently in an exclusive interview with Eulerpool News. These customers? Heavyweights like Google, Meta, and possibly Apple—the driving forces behind the AI infrastructure that could change the world.

An Explosion of Numbers: Broadcom's Astronomical Rise

Last Friday, Broadcom's market value exploded – a 24% jump in just one day brought the valuation to over 1 trillion dollars. The reason: AI revenues that soared by an astonishing 220% in a year to 12.2 billion dollars. "This is just the beginning," said Tan, forecasting additional annual revenues in the billions from AI chips alone by 2027.

Broadcom's success is based on a simple yet powerful equation: More data plus more computing power equals more powerful AI. However, this computing power comes at a cost – and Big Tech is willing to pay it. Tan estimates that customers will soon build entire clusters with up to a million AI chips to reach the next level of AI development.

The Shadow of Nvidia: Battle of the Chip Giants

Nvidia may be the giant in the AI chip market, but Broadcom carves out its own niche.

Tan remains realistic: "Generative AI is an exciting technology, but its benefits for traditional companies have yet to be definitively proven." Nevertheless, he sees gigantic opportunities—and an undeniable fact: "All roads lead to more chips.

Takeover Rumors and an Unwavering Focus

While the rumor mill churns that Broadcom could acquire the faltering competitor Intel, Tan puts a stop to such speculation. "My hands are full with AI chips," he says. Since his failed hostile takeover of Qualcomm in 2018, Tan has held back – but not completely: "I am open to acquisitions if they make sense.

A recently completed mega-deal with VMware for 69 billion dollars shows that Broadcom continues to invest in the future – whether in hardware or software.

An AI Race with No Finish Line

In the race for the most powerful AI models, companies like OpenAI and Anthropic are relying on ever-larger data centers. Elon Musk's xAI already boasts of setting new standards with its "Colossus" complex: 100,000 Nvidia GPUs form the backbone of the system. But even that will not be enough to realize the dream of Artificial General Intelligence (AGI) – machines that are smarter than humans.

Tan remains pragmatic: "No one knows if it will succeed. But the opportunities are too tempting not to try.

Trillions worth? Tan remains unimpressed

That Broadcom now belongs to a handful of US companies worth over a trillion dollars seems to hardly impress Tan. "Value lies in the eye of the beholder," he said dryly. But even he couldn't suppress a small smile: "It's a nice recognition.

Broadcom may have reached the peak of success, but Hock Tan is already looking ahead. Because in the AI era, stagnation is not an option – and Broadcom is determined to race full throttle until the last lap.