Tan describes the small group of AI companies Broadcom works with and explains the standard he applies before calling one of them a customer.

Hock Tan · CNBC Television · Broadcom CEO Hock Tan goes one-on-one with Jim Cramer

“So we believe then we picked about seven players today that we are working very closely with. And four of them are now real customers. And we define customers in a manner you indicate, Jim, as those guys who have given us production purchase orders at scale.”

Educational summary of a public statement. Not investment advice.