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AVGOInterview2025-10-14
Tan argues that the headline focus on very large single power sites misses what generative AI workloads actually require, and describes an alternative approach to sourcing electricity.
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Hock Tan · CNBC Television · Broadcom CEO Hock Tan goes one-on-one with Jim Cramer
“And a lot of it comes not just one big. We hear a lot of news about one gigawatt, two gigawatt. Sure, it's great to have that, but you don't need that for generative AI, especially in the case of inference. You want it distributed so you can find lots of location on the power grid for 50MW, 100MHz, 200MW.”
Key terms
- inference
- — Running an already-trained AI model to answer requests, as opposed to training the model in the first place.
- gigawatt
- — A unit of electrical capacity equal to a thousand megawatts, roughly the output of a large power station.
- generative AI
- — AI systems that produce text, images or code in response to prompts.
Educational summary of a public statement. Not investment advice.