Broadcom sees 30 GW XPU demand by FY28, with Anthropic adding 15 GW and OpenAI over 5 GW
zephyr_z9 · x · 2026-09-04
Details from Broadcom's earnings call reveal massive custom-chip demand: 10 GW of XPU demand in FY27 and 20 GW in FY28 across six customers. Anthropic alone plans +5 GW in FY27 and +10 GW in FY28; OpenAI 1.3 GW in FY27 and >5 GW in FY28; Meta 3 GW through FY28. The 30 GW is demand, not guaranteed production — land, power and data-center shells determine delivery. At $20–30B of chip content per GW, Broadcom's $345B FY27–28 revenue guide implies 12–17 GW. Broadcom estimates frontier labs generate $30B ARR per deployed GW, supporting the buildout financing.
Related event: Broadcom's AI chip revenue surges 221%, targeting $230B by FY2028(7 posts)→
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