Anthropic CEO calls for slowing down AI development, and the first response the market received came from a chip company. Broadcom CEO Hock Tan said: Although concerns about models being too powerful continue to heat up, the company’s AI revenue targets have not changed, and demand for AI infrastructure remains strong. The weight of this statement is significant: Broadcom is one of the suppliers of Anthropic’s custom AI chips. Its custom accelerator business is a core engine of its AI revenue. In the last fiscal year, AI-related revenue was about US$12.2 billion, with growth far outpacing the company’s overall performance. There’s another intriguing detail: Anthropic is both the party calling for a slowdown and Broadcom’s customer—worries and orders end up on the same balance sheet. The logic is straightforward: as long as top labs keep expanding their clusters, the “slowdown narrative” will stay at the level of ethical discussions and won’t filter down to orders. Next, attention should be on cloud providers’ capital expenditure data, not slogans. $AVGOB Will the disagreement in the AI narrative ultimately be settled by earnings reports? #AnthropicCEO呼吁放缓AI发展