Broadcom says Anthropic likely to become its biggest XPU customer in 2027
Broadcom indicated that Anthropic is likely to become its largest XPU customer starting in 2027 and continuing through 2028, according to remarks made on the company's third‑quarter earnings call. The firm plans to install 1 GW of Ironwood capacity for Anthropic in 2026, followed by 5 GW of TPU version 8i in 2027 and an additional 10 GW in 2028 as frontier AI models scale.
Key points
- Anthropic likely to become Broadcom's largest XPU customer in 2027‑2028.
- Broadcom will deploy 1 GW Ironwood for Anthropic in 2026, then 5 GW TPU‑8i in 2027 and another 10 GW in 2028.
- AI semiconductor revenue jumped 54% sequentially to $16.7 billion in Q3, with a $21.7 billion Q4 outlook.
Broadcom's AI semiconductor revenue rose 54% sequentially and 221% year‑over‑year to $16.7 billion in Q3, representing 56% of total quarterly revenue. Management forecasts $21.7 billion for Q4, a 236% year‑over‑year increase, which would lift fiscal‑2026 AI revenue to $58 billion. The company previously supplied Google with tens of billions of dollars of TPUs each year, but the Anthropic relationship could overtake Google as its top XPU customer.
The story so far
5 episodes →- Broadcom says Anthropic likely to become its biggest XPU customer in 2027this story
Broadcom Just Named Its Next AI Customer. It Isn’t Google.
finance.yahoo.com · 22 September 2026
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