"We see an opportunity over the next three years in AI," Tan told investors on the earnings call. "Massive specific hyperscalers have begun their respective journeys to develop their own custom AI accelerators."
Tan said Broadcom is currently developing AI chips with three very large customers, and he expects each of them them to deploy 1 million AI chips in networked clusters by 2027. Tan said the total market opportunity for its AI chips, which it calls XPUs, as well as parts for AI networking could be between $60 billion and $90 billion by 2027.