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Broadcom (AVGO.O) CEO: Anthropic is expected to become our largest XPU customer in 2027 and maintain that position in 2028.
Broadcom (AVGO.O) CEO: Anthropic expects to deploy an additional 5GW of Google TPU version 8I in 2027.
Broadcom (AVGO.O) CEO: The company has raised its fiscal year 2026 AI revenue guidance from $56 billion to $58 billion, representing a year-over-year increase of 186%.
Broadcom (AVGO.O) CEO: We expect to scale up shipments of TPU version 8I to Google (GOOG.O) in the fourth quarter.
Broadcom (AVGO.O) CEO: We expect to accelerate shipments to Anthropic in the fourth quarter.