博通首席执行官陈福阳周一淡化了有关前沿人工智能模型开发可能放缓对这家芯片制造商业务意味着什么的担忧，他对CNBC表示，公司坚持其长期营收目标。
陈福阳发表上述言论之际，投资者对Anthropic首席执行官达里奥·阿莫代伊上周末发表的一篇文章感到不安，该文主张放缓模型开发步伐。阿莫代伊的观点得到了OpenAI首席执行官萨姆·奥尔特曼和埃隆·马斯克的支持，促使人工智能基础设施提供商的投资者在周一的交易时段重新考虑他们对算力需求的预期。
博通的股价下跌了4.8%，其定制芯片业务将Anthropic列为最重要的客户之一。涵盖芯片股的一篮子指数——iShares半导体ETF下跌了5.6%。销售其他数据中心组件的公司股价也遭受重创。
“不，一点也不，”陈在《疯狂金钱》节目中说道，当时吉姆·克莱默询问他，人工智能放缓的争论中是否有任何内容让他重新考虑博通2027和2028财年的人工智能半导体预测。“我们看到，对计算基础设施的需求，无论是用于人工智能开发还是人工智能前沿模型，以及为他们向世界提供的产品进行推理，都将继续非常强劲，而且我相信，非常持久。”在9月2日博通2026财年第三季度财报电话会议上，陈预测2027财年人工智能半导体收入将达到1150亿美元，然后在2028财年再翻一番，达到2300亿美元。2028年这一好于预期的目标，是博通财报中的亮点之一。博通的人工智能收入由定制人工智能加速器和用于人工智能系统的网络芯片两部分组成。
Tan also said Anthropic is on track to become Broadcom's largest custom chip customer in 2027 and sustain that designation in 2028 — illustrating why Broadcom investors are so sensitive to Amodei's commentary. Google has historically been considered Broadcom's biggest custom customer, co-designing Google's tensor processing units. In Monday's CNBC interview, Tan was particularly optimistic about demand for inference, the day-to-day usage of AI models after they've been trained."I don't know about training, but when you want to productize inference, I see it continuing to be very, very strong," Tan said. Amodei's weekend essay intensified the debate over whether the AI industry is moving too quickly in developing powerful models. Amodei proposed a three-step plan to slow the pace of development without "sacrificing commercial advantage or the United States' lead in AI." Tan said he agrees with Amodei about the need for some restrictions on AI, but he suggested he was less alarmed about where the technology is headed."Like any tool, it's important to put governances, safeguards on how we use the tool," Tan told Cramer. However, Tan argued, "It's not a live animal that will run wild by itself." Tan instead emphasized AI's potential to boost productivity. "AI, generative AI, the creation of those frontier models ... will create huge value," Tan said, likening it to the Industrial Revolution that began in England in the 18th century.“归根结底，它仍然是一种工具，能让我们的社会、人类达到更好的生活水平，”Tan说。
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