How relentless focus sets Broadcom’s CEO apart

For Hock Tan, Broadcom’s CEO, obsessive focus is the foundation of how the company operates, from capital allocation and acquisitions to leadership accountability at scale. This conversation breaks it all down, including: • An acquisition framework • Where real constraints exist in AI infrastructure • Why you should build a skill set, not a career #CapGroupGlobal Listen on Apple Podcasts: https://apple.co/4t3h8pS Listen on Spotify: https://bit.ly/3Q62CiM 00:00 Introduction 00:30 Tell us how you learned the value of focus as a competitive advantage early in life 02:03 Why did you make the move with Broadcom from semiconductors to software? 03:47 How do you find the right companies in your acquisition strategy? 05:33 What does your integration playbook look like when you acquire companies? 06:48 How are you mindful about expenses while innovating at the same time? 08:32 How do you lead 25 people to be autonomous while owning the outcomes? 10:16 Do you bring your leaders together or leave them to their separate areas? 10:40 What characteristics take a leader off track and what do you look for in a leader? 12:02 With AI, how do you determine what's real and what's a narrative? 13:09 Where will the bottlenecks be in AI infrastructure? 16:27 What's your advice for young folks starting out in their careers? 18:18 Is it true you've been known to bring a certain type of burger on planes? 18:59 What do you like to do in your down time? 19:49 Obsessively grateful moment This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all countries. All investments have risk, and you may lose money. Past results are not a guarantee of future results. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved. For more information, including our detailed disclosures: www.capitalgroup.com/global-disclosures