Broadcom sees the surge in demand for AI as a long-term trend.

Broadcom emphasized its long-term advantages in a phone call with investors on Wednesday. The company stated that as major cloud service providers transition from training AI to using AI to create products, the demand for AI has not weakened, but instead requires more computing and networking power to support their products. CEO Hock Tan stated that despite market constraints, Broadcom has managed to maintain memory supply until the end of 2028. He said, "Our collaboration with these six customers in developing AI XPU is deep, strategic, and multi-year."