Broadcom: Anthropic to be Largest XPU Customer by 2027

Broadcom's CEO says Anthropic is on track to become their largest XPU customer in 2027. This comes as Broadcom expands its custom AI chip business. What's interesting is Broadcom has started production shipments of Google's next-generation TPU v8i. This follows high-volume deliveries of its Ironwood TPU v7 to both Google and Anthropic. The new TPU v8i offers more memory and bandwidth, optimized for AI inference. Broadcom also expanded its long-term agreement with Google for future generations of TPUs. They expect to deliver "multi-tens of billions of dollars" worth of TPUs annually over the next several years. For Anthropic, Broadcom is deploying 1 gigawatt of Ironwood capacity in 2026. Anthropic then expects to deploy an additional 5 gigawatts of TPU v8i in 2027. There's potential for another 10 gigawatts of Anthropic deployments in 2028. Broadcom's AI semiconductor revenue jumped 221% year over year to $16.7 billion in the third quarter. This shows the growing impact of custom accelerators and AI networking.