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Broadcom predicts Anthropic and OpenAI will surpass Google as top AI custom chip customers
During the third quarter of fiscal year 2026, Broadcom President Chen Fuyang delivered a pivotal forecast on the earnings call, noting that intensifying competition among major AI model developers is reshaping Broadcom’s core customer base. He projected that Anthropic and OpenAI will soon surpass Google to become the top two clients in Broadcom’s AI-specific ASIC division. By 2027–2028, Anthropic is poised to take the lead as Broadcom’s largest XPU custom chip customer, with OpenAI rapidly closing the gap as the second-largest.
Broadcom’s AI semiconductor segment demonstrated robust momentum in the recent third quarter, generating $16.7 billion in revenue. This figure reflects a staggering 221% year-over-year increase and a 54% quarter-over-quarter jump. On the delivery front, Broadcom has supplied TPU v7 chips to both Anthropic and Google, along with TPU v8i for Google. Additionally, the company has officially commenced deliveries of its custom “Jalapeño” chip to OpenAI.
Looking ahead to the fourth quarter, Broadcom anticipates further acceleration in operations. Key milestones include expediting TPU v7 deliveries to Anthropic, ramping up production of Google’s TPU v8i, and initiating shipments of the MTIA series accelerators to Meta. Driven by these factors, Broadcom forecasts Q4 AI revenue to climb to $21.7 billion, marking a 236% year-over-year increase. For the full fiscal year 2026, total AI revenue is projected to reach $58 billion, up 186% from the previous year.
Capacity deployment plans are accelerating across the industry. Broadcom and Anthropic intend to deploy 1 GW of TPU v7 in 2026, scaling up to 5 GW of TPU v8i in 2027, and adding another 10 GW in 2028. Meanwhile, OpenAI plans to deploy 1.3 GW of the “Jalapeño” chip in 2027, expanding total deployment to over 5 GW by 2028 (encompassing Jalapeño and its subsequent upgrades). Both companies are also making steady progress on third-generation XPU development. Furthermore, Broadcom aims to deliver three generations of MTIA accelerators to Meta by late 2027, with cumulative deployment expected to hit 3 GW by the end of 2028.
Backed by strong order backlogs and clear capacity strategies, Broadcom remains optimistic about its future market trajectory. The company projects AI semiconductor revenue to surge to approximately $115 billion in 2027 and reach $230 billion by 2028, driven by continuous doubling growth and a well-prepared upstream supply chain.
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During the third quarter of fiscal year 2026, Broadcom President Chen Fuyang delivered a pivotal forecast on the earnings call, noting that intensifying competition among major AI model developers is reshaping Broadcom’s core customer base. He projected that Anthropic and OpenAI will soon surpass Google to become the top two clients in Broadcom’s AI-specific ASIC division. By 2027–2028, Anthropic is poised to take the lead as Broadcom’s largest XPU custom chip customer, with OpenAI rapidly closing the gap as the second-largest.
Broadcom’s AI semiconductor segment demonstrated robust momentum in the recent third quarter, generating $16.7 billion in revenue. This figure reflects a staggering 221% year-over-year increase and a 54% quarter-over-quarter jump. On the delivery front, Broadcom has supplied TPU v7 chips to both Anthropic and Google, along with TPU v8i for Google. Additionally, the company has officially commenced deliveries of its custom “Jalapeño” chip to OpenAI.
Looking ahead to the fourth quarter, Broadcom anticipates further acceleration in operations. Key milestones include expediting TPU v7 deliveries to Anthropic, ramping up production of Google’s TPU v8i, and initiating shipments of the MTIA series accelerators to Meta. Driven by these factors, Broadcom forecasts Q4 AI revenue to climb to $21.7 billion, marking a 236% year-over-year increase. For the full fiscal year 2026, total AI revenue is projected to reach $58 billion, up 186% from the previous year.
Capacity deployment plans are accelerating across the industry. Broadcom and Anthropic intend to deploy 1 GW of TPU v7 in 2026, scaling up to 5 GW of TPU v8i in 2027, and adding another 10 GW in 2028. Meanwhile, OpenAI plans to deploy 1.3 GW of the “Jalapeño” chip in 2027, expanding total deployment to over 5 GW by 2028 (encompassing Jalapeño and its subsequent upgrades). Both companies are also making steady progress on third-generation XPU development. Furthermore, Broadcom aims to deliver three generations of MTIA accelerators to Meta by late 2027, with cumulative deployment expected to hit 3 GW by the end of 2028.
Backed by strong order backlogs and clear capacity strategies, Broadcom remains optimistic about its future market trajectory. The company projects AI semiconductor revenue to surge to approximately $115 billion in 2027 and reach $230 billion by 2028, driven by continuous doubling growth and a well-prepared upstream supply chain.
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