Broadcom reveals its mystery $10 billion customer is Anthropic

Broadcom reveals its mystery $10 billion customer is Anthropic

Broadcom CEO Hock Tan said Anthropic placed an additional $11 billion order in the fourth quarter.

Broadcom tumbles despite top- and bottom-line beat on dearth of new major customers

CEO Hock Tan revealed that Anthropic is the $10 billion mystery customer announced last quarter, and that the company has since secured a fifth major customer for AI chips.

Anthropic places $21 billion order for Google chips via Broadcom

AI lab Anthropic has placed orders totaling $21 billion with Broadcom for Google's AI chips. The article Anthropic places $21 billion order for Google chips via Broadcom appeared first on THE DECODER.

Broadcom Reveals $21 Billion Google TPUs Order from Anthropic

Broadcom disclosed during its Q4 2025 earnings call that it received a $10 billion order in the previous quarter to supply Google’s latest Tensor Processing Units (TPUs) to Anthropic. “In Q4, we received an additional $11 billion order from this same customer for delivery in late 2026,” said Hock Tan, CEO of Broadcom. This brings Anthropic’s total TPU orders to $21 billion. Furthermore, the company revealed a $73 billion backlog of AI product or…

Custom AI processors mean Broadcom printed money in Q4

By Larry DignanBroadcom reported better-than-expected fourth quarter results as it continued to see a revenue surge due to custom AI chips. The company reported fourth quarter net income of $8.52 billion, or $1.74 a share, on revenue of $18.01 billion, up 28% from a year ago. Non-GAAP earnings for the fourth quarter were $1.95 a share. Wall Street was expecting non-GAAP earnings in the fourth quarter of $1.86 a share on revenue of $17.49 billion…