Broadcom Sees AI Chip Revenue Doubling as Anthropic Poised to Become Top Customer

Cloud providers and generative-AI developers are accelerating data-center investment, fueling demand for custom accelerators and advanced networking chips. Broadcom, a longtime partner in the development of Google’s tensor processing units, is positioned to benefit as more AI companies pursue purpose-built silicon to improve performance and reduce reliance on general-purpose GPUs. The shift is turning custom computing into a major growth engine for the semiconductor industry.

Broadcom Chief Executive Hock Tan expects AI chip revenue to double for two consecutive years, supported by strong demand for Google’s TPUs and orders from newer customers. Anthropic is projected to scale its purchases rapidly and overtake Google in 2027 as Broadcom’s largest custom-chip customer, underscoring the expanding infrastructure requirements of leading generative-AI companies.