South Korea's labor minister said Samsung and other companies should consider sharing 'excess profits' from the AI boom.

Broadcom CEO Hock Tan told the Bloomberg Technology conference in San Francisco that the company has shifted focus from M&A to artificial intelligence because AI offers stronger growth potential. He said AI revenue is surging, reducing the appeal of external deals and that acquisitions are disruptive to Broadcom and its customers. Tan described demand for AI infrastructure as nearly insatiable. Broadcom, which sells networking chips and custom accelerators used to develop and run AI models, now expects the AI business to generate more than $100 billion in revenue in fiscal 2027.

英国央行行长贝利：市场可能夸大了人工智能传导的速度。