Fireside Alpha @firesidealpha · 02 Sep 2026
Hock Tan says Anthropic is on track to become Broadcom's largest XPU customer in 2027 and into 2028 "Moving on to Anthropic. Starting with the 1 gigawatt of Ironwood we are deploying in 2026, we expect Anthropic to deploy another 5 gigawatts of TPU v8i in 2027." "And in 2028 we https://t.co/YSqDa6do3x
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