Broadcom's 5th customer ($10B) isn't Apple or XAIIt's Anthropic. They won't design a new chip.They will be buying TPUs from Broadcom.Expect Anthropic to announce a funding round from Google soon.预计Anthropic很快就会宣布来自谷歌的新一轮融资

1. 15:06 · Oct 16, 2025 · Thu

   Broadcom's 5th customer ($10B) isn't Apple or XAI
   
   It's Anthropic. They won't design a new chip.
   They will be buying TPUs from Broadcom.
   Expect Anthropic to announce a funding round from Google soon.

   
   
   预计Anthropic很快就会宣布来自谷歌的新一轮融资。谷歌正式开始向外部客户销售 TPU，并直接与英伟达竞争。
   
   zephyr_z9