Broadcom CEO drops unexpected message on AI and software (opens in new tab)

Covers Broadcom Inc. Announces Second Quarter Fiscal Year 2026 Financial Results and Quarterly Dividend - Broadcom

There's a fear quietly spreading through enterprise software circles — that agentic AI is coming for the business model. Why pay for software licenses when AI can write, replace, or automate what that software does? It's a legitimate question. And 65-year-old Broadcom (AVGO) CEO Hock Tan just ...

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