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Prediction: Broadcom's $10 Billion Mystery Customer Could Be Anthropic. Here's Why.
博通博通(US:AVGO) The Motley Fool·2025-11-09 18:15

Broadcom recently announced that it signed a new customer for a 10billionchipdeal.Afewmonthsago,semiconductorpowerhouseBroadcom(AVGO1.8410 billion chip deal.A few months ago, semiconductor powerhouse Broadcom (AVGO 1.84%) shocked investors when management revealed that the company had secured a 10 billion chip order from a new customer.Given the pace at which OpenAI CEO Sam Altman is striking deals, it was natural for investors to think the ChatGPT developer was Broadcom's unnamed customer. However, Broadcom's leadership later debunked those rumors.Equity research analyst Vij ...