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Broadcom just landed some absolutely massive AI chip deals that are turning heads. The chipmaker pulled in a fresh $1 billion order from what they're calling their "fifth customer" - keeping things mysterious as usual.
But here's where it gets wild: Anthropic apparently can't get enough of their hardware. They've committed to an eye-watering $11 billion order. Plot twist? CEO Hock Tan casually dropped that last quarter's mystery "fourth customer" was also Anthropic. So they're basically doubling down hard.
Tan's feeling pretty bullish about what's coming too. He's projecting that AI spending momentum is going to stay red-hot through fiscal year 2026. Makes sense when you're watching enterprise clients throw around billion-dollar orders like it's nothing.
The AI infrastructure arms race is clearly heating up, and Broadcom's sitting pretty in the middle of it all. When companies are placing orders that could fund small countries, you know the AI buildout is nowhere near done.