Broadcom reveals its mystery $10 billion customer is Anthropic

A Broadcom sign is pictured as the company prepares to launch new optical chip tech to fend off Nvidia in San Jose, California, U.S., September 5, 2025.Broadcom revealed during a September earnings call that it had signed a customer that had placed a $10 billion order for custom chips. At the time, Broadcom didn't say who it was, but on Thursday, CEO Hock Tan revealed that the mystery customer was AI lab Anthropic, which placed an order for the latest Google tensor processing units."We received a $10 billio ...