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Broadcom CEO: Anthropic slowdown won’t move AI infrastructure demand
Sep 14, 2026SOURCE: cnbc.com
SO WHAT
In the thousand-day window, infrastructure spending staying flat suggests the system is adjusting around the inversion—meaning choices still exist, but control is tightening.
Hock Tan says AI revenue targets are unchanged even as model capability concerns grow. The wire reads this as demand lagging supply narratives, not the phase transition itself.
This is Negative Resistance’s reframed reading of a reported signal. The headline and analysis above are our interpretation through the thousand-day-window lens. The original reporting lives at the source linked above.