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Hock Tan stories

Sep 2, 2026

Broadcom CEO names Anthropic as largest XPU customer, signaling massive AI hardware shift

Broadcom CEO Hock Tan revealed during the company's Q3 2026 earnings call that Anthropic is the company's largest XPU customer. Broadcom reported $16.7 billion in AI semiconductor revenue and forecasts AI revenue reaching $230 billion by fiscal 2028.

Sep 2, 2026·4 sources

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Top claims

▪While Nvidia dominates the training of large AI models using general-purpose GPUs, Broadcom focuses on custom silicon optimized for high-volume inference workloads
▪Broadcom's total AI backlog, driven by active projects and current demand, exceeds $73 billion
▪Broadcom projected that its AI semiconductor revenue will double to approximately $115 billion in fiscal year 2027, and reach approximately $230 billion by fiscal year 2028

Topics

AI foundation models Semiconductor industry Hardware acceleration AI startups Compute, chips & AI infrastructure