Broadcom CEO Hock Tan revealed during the Q3 2026 earnings call that Anthropic is set to become the company’s largest customer for custom AI accelerators (XPUs) in 2027 and 2028. Anthropic has placed orders worth $10 billion and $11 billion for Google TPU Ironwood racks, with compute capacity plans scaling from 1 gigawatt in 2026 to 10 gigawatts by 2028. Broadcom is also supplying custom silicon for Google and OpenAI, solidifying its role in AI infrastructure. The surge in demand for custom chips is expected to double Broadcom’s AI semiconductor revenue, while raising concerns about energy consumption for AI scaling.
Source: Read the original article
