Hardware acceleration 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, 20264 sources

Jul 23, 2026

VAST Data Expands Partnership with AMD to Integrate AI Operating System with EPYC CPUs and Instinct GPUs

VAST Data announced an expanded collaboration with AMD to integrate its AI Operating System with AMD's 6th Gen EPYC CPUs, Instinct GPUs, and Pensando AI NICs, targeting AI cloud providers and enterprises building high-performance AI infrastructure for inference workloads.

Jul 23, 20265 sources