Anthropic Places $21 Billion in AI Chip Orders with Broadcom as Competition with Nvidia Intensifies
Summary
Anthropic emerges as Broadcom's mystery customer behind massive AI chip orders totaling $21 billion, intensifying competition with Nvidia's market-dominating processors as demand surges for custom artificial intelligence hardware solutions.
Key Points
- Broadcom CEO Hock Tan reveals that AI lab Anthropic is the mystery customer behind a $10 billion order for custom Google tensor processing unit chips that was announced in September
- Anthropic places an additional $11 billion order with Broadcom in the latest quarter, making it the company's fourth XPU custom chip customer
- Broadcom secures a fifth unnamed customer who placed a $1 billion order during the fourth quarter, as demand grows for custom AI chips that compete with Nvidia's market-dominating processors