In a recent earnings call, Broadcom CEO Hock Tan shared an optimistic outlook for the future AI chip market, predicting that the company’s revenue in this area will see significant growth by 2027. According to him, the serviceable addressable market (SAM) for Broadcom's AI-related products and network services is expected to be between $60 billion and $90 billion. Tan also revealed that Broadcom is currently collaborating with three major hyperscale customers.

Google recently announced the launch of its sixth-generation AI accelerator chip, Trillium, claiming that this groundbreaking technological advancement could fundamentally change the economics of artificial intelligence development and push the boundaries of machine learning. The Trillium chip has demonstrated significant performance improvements during the training process of Google's newly released Gemini 2.0 AI model, achieving training performance four times that of the previous generation while significantly reducing power consumption. Google CEO Sundar Pichai emphasized at the launch event that the Trillium chip...