Broadcom Expects AI Chips Sales to Top $100 Billion in 2027
Bloomberg Tech
Bloomberg
4.4 • 70 Ratings
🗓️ 5 March 2026
⏱️ 49 minutes
🧾️ Download transcript
Summary
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Broadcom’s results as the CEO predicts AI chip sales will top $100 billion next year. Plus, Anthropic has restarted talks with the Pentagon following the feud over AI use by the military, according to a person familiar with the matter. And, Founders Fund General Partner Trae Stephens and Nominal CEO Cameron McCord discuss the startup's latest funding and its efforts to modernize manufacturing.
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| 0:14.7 | ROI. It starts with Adobe. This is Special Agent Regal, Special Agent Bradley Hall. |
| 0:23.6 | The time is approximately 1115 AM, about to start consensual telephone call with Dr. Daiwa Zang. |
| 0:36.6 | China's Ministry of State Security is one of the most mysterious and powerful spy agencies in the world. |
| 0:43.7 | But in 2017, the FBI got inside. |
| 0:52.5 | Hey. |
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| 0:55.0 | Hey. He's Hey, Hey, |
| 0:57.0 | I've never seen that much evidence in my entire career, and I don't think we'll ever see that much evidence again. |
| 1:05.0 | I now have several terabytes of an MSS officer, no doubt, no question of his life. And that's a unicorn. |
| 1:14.4 | This is a story of the inner workings of the MSS and how one man's ambition and mistakes |
| 1:20.6 | opened its vault of secrets. Listen to the Sixth Bureau from Bloomberg Podcasts, starting on February 13th on the IHeartRadio app, Apple Podcasts, or wherever you get your podcasts. Bloomberg Audio Studios. Podcasts, Radio News. |
| 1:55.5 | Bloomberg Tech is live from coast to coast with Caroline Hyde in New York and Ed Lovelow in San Francisco. |
| 1:58.8 | This is Bloomberg Tech. |
| 2:00.5 | Coming up, Broadcom CEO, Hocktans, says the company expects AI chips to top $100 billion next year, |
| 2:06.5 | the stock pushing higher on the earnings. |
| 2:08.7 | Plus, Anthropic has resumed discussions with the Pentagon about the use of its AI models by the US military |
| 2:14.5 | amid a feud over safety details this hour. |
| 2:17.9 | An industrial software startup nominal is now valued at a billion dollars thanks to |
| 2:22.2 | Series B funding led by Founders Fund. We speak to the company's CEO and Trey Stevens of Founders Fund. |
| 2:28.6 | First we check in on these publicly traded markets. Then once again anxiety rips through. |
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