Anthropic reportedly buying ~5GW of compute from Broadcom, may become its largest customer by 2027

zephyr_z9 · x · 2026-10-01

Anthropic is expected to buy around 5GW of compute from Broadcom and could become Broadcom's largest compute customer by 2027 — potentially bigger than Google. The deal underscores how fast Claude's training and inference needs are scaling, and further cements Broadcom's role as the key AI chip supplier beyond NVIDIA GPUs. This is a third-party report, not yet officially confirmed.

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