Who is Broadcom's mysterious $10 billion AI chip customer?

The mystery customer revealed to have placed a $10 billion order for Google's TPUs is the AI lab Anthropic.

What kind of chips did Anthropic order from Broadcom?

Anthropic ordered the latest Google tensor processing units (TPUs), specifically the Ironwood racks, from Broadcom.

How does Broadcom's AI chip business compare to Nvidia?

Broadcom designs custom AI chips (XPUs) that some experts believe are more efficient for certain AI algorithms than Nvidia's market-dominating chips.

Home / Business and Economy / Broadcom Lands $10B AI Chip Deal with Anthropic

Broadcom Lands $10B AI Chip Deal with Anthropic

12 Dec, 2025

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Summary

Broadcom confirmed Anthropic's $10 billion order for Google TPUs.
An additional $11 billion order was placed by Anthropic recently.
Broadcom also secured a fifth custom chip customer for $1 billion.

Broadcom Lands $10B AI Chip Deal with Anthropic

Broadcom confirmed on Thursday that AI research firm Anthropic has placed a significant $10 billion order for the company's latest Tensor Processing Unit (TPU) Ironwood server racks. CEO Hock Tan made the announcement during the company's fourth-quarter earnings call.

This revelation follows Tan's earlier mention of a $10 billion deal during a September earnings call, which generated considerable investor interest amidst the booming AI infrastructure market. Further underscoring the scale of their partnership, Anthropic also placed an additional $11 billion order with Broadcom in the most recent quarter.

Broadcom, known for its custom AI chips called XPUs, is increasingly positioning itself as a competitor to Nvidia in the AI hardware space. The company also announced securing a fifth XPU customer, which placed a $1 billion order during the fourth quarter.

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