Hock Tan says power availability dictates the exact timing of compute capacity deployment
BenBajarin · x · 2026-09-03
Ben Bajarin quotes Broadcom CEO Hock Tan: power supply is more than a big concern — it dictates the specific timing of when capacity gets deployed and becomes available. Bajarin adds he obsessively tracks activated gigawatts, and that accurate tracking is very hard despite claims otherwise.
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