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Broadcom CEO Hock Tan Says AI Isn’t Hurting Software Business: ‘We’re Not Seeing It’

Broadcom CEO Hock Tan said AI is boosting VMware growth, not hurting its software business, as the company issued strong guidance.

AI Demand Is Driving VMware Growth
Speaking during Broadcom’s fiscal second-quarter earnings call, Tan said the company is seeing stronger momentum in its infrastructure software business, particularly from VMware, as customers expand computing capac… [2645 chars]

Source: Benzinga | Published: 2026-06-04T05:00:11Z

Credit: Benzinga

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