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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Author: Steve203 ⎊❂🐝 HONORARY
SHREWD   😊 😞
Number: of 86268 
Subject: Canary tuning up?
Date: 09/14/26 8:42 PM
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I have told the story before, how I rode the "high tech/information superhighway" bubble, until the day after Thanksgiving, 2000, when Broadcom issued a warning.

There must be backroom chatter starting about Broadcom now.

Broadcom CEO addresses Anthropic’s slowdown push, says AI revenue targets haven’t changed

Broadcom CEO Hock Tan on Monday brushed off concerns about what a potential slowdown in frontier AI model development could mean for the chipmaker’s business, telling CNBC that the company stands by its long-term revenue targets.

Tan’s comments came as investors were rattled by Anthropic CEO Dario Amodei’s weekend essay advocating for a moderation in the pace of model development. Amodei’s message, which received support from OpenAI CEO Sam Altman and Elon Musk, prompted investors in AI infrastructure providers to reconsider their expectations for compute demand during Monday’s session.

cnbc.com - Broadcom CEO on anthropics slowdown push AI revenue targets havent changed

Steve
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This community has written 86,214 posts about US Policy. The article-length ones it recommended most:
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