AITheStreetabout 8 hours ago
Broadcom CEO drops unexpected message on AI and software
6 min read
Broadcom CEO Hock Tan said during the company's fiscal second-quarter earnings call on June 3 that the company is not seeing AI replace software licensing revenue. Tan argued the AI infrastructure boom is actively accelerating parts of the software business. The remark directly addresses a fear that agentic AI could automate or replace paid software functions.
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