@Broadcom reaffirms $115bn/$230bn FY27/FY28 AI revenue targets as constraint shifts from demand to power and permitting.
Broadcom's Hock Tan reaffirmed FY27/FY28 AI revenue targets of $115bn and $230bn at the @GoldmanSachs Communacopia Technology Conference Day 1, September 9, 2026.
The message: demand isn't the problem anymore. The constraint has explicitly shifted to physical infrastructure, specifically power, permitting and data-centre construction timelines.
Broadcom's Hock Tan reaffirmed FY27/FY28 AI revenue targets of $115bn and $230bn at the @GoldmanSachs Communacopia Technology Conference Day 1, September 9, 2026.
The message: demand isn't the problem anymore. The constraint has explicitly shifted to physical infrastructure, specifically power, permitting and data-centre construction timelines.