Broadcom CEO: Anthropic and OpenAI to become its No.1 and No.2 custom AI chip clients
dinabass · x · 2026-09-03
Broadcom CEO Hock Tan predicts a surge in AI chip revenue over the next two years, driven by significant uptake of Google TPUs and Broadcom's custom silicon by Anthropic and OpenAI. The two AI labs are poised to become Broadcom's No. 1 and No. 2 custom AI chip clients, underscoring frontier labs' shift toward custom ASICs to reduce reliance on Nvidia GPUs.
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