This interview with $AVGO CEO Hock Tan has some interesting insights. Broadcom is dominating the custom AI chip market. Hock Tan is a disciplined capital allocator. He refuses to chase hype and only builds when he has hard, production-scale purchase orders in hand.Right now, Broadcom is building custom silicon for 7 major foundation model creators, and four of them are already dropping massive purchase orders at scale. The biggest takeaway from this interview is Tan’s view on the power grid bott

M’sia-born Hock Tan, the highest paid CEO in US last year