The AI infrastructure buildout may be accelerating even faster than industry insiders anticipated. During Broadcom Inc‘s (NASDAQ:AVGO) fiscal second-quarter earnings call, CEO Hock Tan revealed that compute requirements from OpenAI and Anthropic are already running ahead of expectations set just six months ago, offering a rare glimpse into the growing appetite for AI capacity among leading frontier-model developers.
According to Tan, demand measured in gigawatts of compute power continues to rise rapidly. “That amount of gigawatts required … is growing very fast,” Tan said, referring to the compute capacity needed to support advanced AI models.
The surprise, however, was how much faster that growth is occurring.
“We’re talking about capacity as measured by gigawatt power that are way ahead of what we have expected say six months ago,” Tan added while discussing OpenAI and Anthropic.
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