Broadcom Announces Anthropic to Become Its Largest XPU Customer in Coming Years
During its third-quarter earnings call, Broadcom (AVGO) revealed that Anthropic is expected to become the company's largest customer for XPUs by 2027 and maintain this position through at least 2028. This shift highlights a growing trend as AI models expand in scale, requiring more computing power from infrastructure providers like Broadcom. Broadcom plans to deploy significant capacity for Anthropic over the next few years: 1 gigawatt of Ironwood chips in 2026 and up to 5 gigawatts using TPU version 8i by 2027, with potential expansion to 10 GW in 2028. The company also noted that Anthropic's rapid growth—projected revenue reaching $190–$200 billion annually by fiscal 2028—is a key driver of this partnership. Despite the growing importance of Anthropic, Broadcom’s long-term relationship with Google remains strong, as it continues to supply TPUs under an agreement expected to generate billions in annual sales. The shift toward multiple major AI customers underscores the expanding market for high-performance computing infrastructure.
Topics: AI Anthropic Broadcom Semiconductors XPU