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 ...

On Tuesday, Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk warned about an all-out AI hardware war after investor Gavin Baker outlined how Nvidia Corp.'s (NASDAQ:NVDA) next-generation Blackwell chips could reshape the economics of artificial intelligence (AI).Elon Musk Calls AI A Hardware Speed War On XThe comments surfaced during the Invest Like the Best podcast, where Baker described the escalating struggle between major AI infrastructure players.Following the discussion, Musk took to X and said, "AI is the highe ...