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