Hock Tan quote, Jun 3, 2026

President and CEO, Broadcom · Jun 3, 2026 · Earnings, Broadcom Q2 FY26 earnings release (SEC Form 8-K, Exhibit 99.1)

The momentum continues and in Q3 we expect semiconductor revenue from AI to grow over 200 percent year-over-year to $16.0 billion.

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Words found on the source page on Sep 25, 2026.

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Sep 2, 2026	Demand for our custom AI accelerators and networking continues to be very strong. Q3 AI semiconductor revenue of $16.7 billion grew 221% year-over-year, and 54% quarter-over-quarter...Sep 2, 2026· Earnings	EarningsBroadcom Q3 FY26 earnings release (SEC Form 8-K, Exhibit 99.1)	Source
Sep 2, 2026	In Q4 the momentum continues, and we expect AI semiconductor revenue to accelerate to $21.7 billion, up 236% year-over-year.Sep 2, 2026· Earnings	EarningsBroadcom Q3 FY26 earnings release (SEC Form 8-K, Exhibit 99.1)	Source
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Aug 26, 2026	The AI infrastructure buildout is at full steam. Vera Rubin, now in full production, was built to power exactly this moment.Jensen HuangAug 26, 2026· Earnings	EarningsNVIDIA Q2 FY27 earnings release (SEC Form 8-K, Exhibit 99.1)	Source
Aug 4, 2026	More broadly, AI is driving a significant expansion in demand for compute across all of our markets, and our leadership portfolio and growing customer visibility position us exceptionally well to capture this expanding opportunity and deliver substantial revenue and earnings growth in the years ahead.Lisa SuAug 4, 2026· Earnings	EarningsAMD Q2 2026 earnings release (SEC Form 8-K, Exhibit 99.1)	Source
Jul 23, 2026	AI is driving unprecedented demand for compute, and as we continue to execute, Intel is well-positioned to capture sustainable growth across our CPU franchise, ASICs, advanced packaging and vast wafer foundry network...Lip-Bu TanJul 23, 2026· Earnings	EarningsIntel Q2 2026 earnings release (SEC Form 8-K, Exhibit 99.1)	Source
May 5, 2026	We delivered an outstanding first quarter, driven by accelerating demand for AI infrastructure, with Data Center now the primary driver of our revenue and earnings growth...Lisa SuMay 5, 2026· Earnings	EarningsAMD Q1 2026 earnings release (SEC Form 8-K, Exhibit 99.1)	Source
Apr 23, 2026	The next wave of AI will bring intelligence closer to the end user, moving from foundational models to inference to agentic. This shift is significantly increasing the need for Intel’s CPUs and wafer and advanced packaging offerings...Lip-Bu TanApr 23, 2026· Earnings	EarningsIntel Q1 2026 earnings release (SEC Form 8-K, Exhibit 99.1)	Source
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About this quote

Said by: Hock Tan, President and CEO, Broadcom
Where: Broadcom Q2 FY26 earnings release (SEC Form 8-K, Exhibit 99.1)
Topics: Chips
Company: Broadcom
Source: sec.gov/Archives/edgar/data/1730168/000173016826000051/avgo-05032026x8kxex99.htm

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