Broadcom predicts Anthropic and OpenAI will surpass Google to become the top two customers for AI custom chips
Patrick Chi, president of Broadcom, predicts that as large model vendors intensify their competition for computing power, Anthropic and OpenAI will surpass Google to become the top two core customers for Broadcom's AI ASIC business. Anthropic is expected to become the largest XPU custom chip customer by 2027 to 2028, followed closely by OpenAI in second place.
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