Broadcom CEO Hock Tan strikes a cautious tone on AI as Nvidia’s Jensen Huang stays bullish

Two of the biggest names in AI chips are selling into the same boom but describing it very differently Broadcom CEO Hock Tan has a message for AI investors. Many of them, in his view, are acting less like analysts and more like gamblers in a casino. That is a striking thing to hear from a man whose company just posted a 221% jump in AI chip revenue. It is even more striking next to Nvidia CEO Jensen Huang, who has spent the same stretch telling anyone who will listen that the AI build-out is only getting started. Tan made his remarks on October 12, 2026, at the DBS Asia Future Forward Conference in Singapore.

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