Broadcom Inc. (AVGO) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

SA Transcripts 162.13K Followers Follow Broadcom Inc. ( AVGO ) Goldman Sachs Communacopia + Technology Conference 2026 September 8, 2026 3:25 PM EDT Company Participants Hock Tan - President, CEO & Executive Director Conference Call Participants James Schneider - Goldman Sachs Group, Inc., Research Division Presentation James Schneider Goldman Sachs Group, Inc., Research Division Good afternoon, everybody. Welcome to the Goldman Sachs Communacopia Technology Conference lunch session. My name is Jim Schneider. I'm the semiconductor analyst here at Goldman Sachs. It's my pleasure to welcome Broadcom and CEO, Hock Tan to the stage today. Welcome, Hock. It's really thrilled to have you here. Hock Tan President, CEO & Executive Director Thank you. Thank you for inviting me. Question-and-Answer Session James Schneider Goldman Sachs Group, Inc., Research Division Hock, before we dive into talking about your AI business, I want to get some of your broader thoughts on AI and its adoption just across the world here. Given your deep view into the enterprise in all aspects, I think it's worth asking, how would you characterize the state of AI adoption across the average enterprise customer today? Hock Tan President, CEO & Executive Director That's a very interesting question, Jim. And I guess I will start off with Broadcom as a company, we -- like most large enterprises out there today, we have been looking closely reviewing how we can adopt generative AI through use of those frontier models and possibly even those open weight models that are floating around these days, but we've been looking at it. And we've been doing that in earnest now for 1 year. And part of the benefit we have is we have quite good full access to Mythos Preview that became available. And we look at how does it help our businesses. And where we've been looking at very closely is