By Kif Leswing,MacKenzie Sigalos
Publication Date: 2025-12-12 00:08:00
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.
Brittany Hosea-small | Reuters
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 billion order to sell the latest TPU Ironwood racks to Anthropic,” said Tan, speaking on Broadcom’s fourth-quarter earnings call on Thursday. He also said Anthropic had placed an additional $11 billion order with Broadcom in the company’s latest quarter.
While Broadcom typically doesn’t disclose its large customers, Tan’s September remark drew significant investor attention amid the AI infrastructure boom. A Broadcom official told CNBC in October that…
