Broadcom Secures $161 Billion Custom AI Chip Supply Deal with Anthropic

Broadcom has entered a five-year equipment lease agreement with Anthropic, valued at $161 billion, to supply custom accelerator chips (XPUs). This deal positions Broadcom as Anthropic's largest custom AI chip provider, with Anthropic expected to account for about 50% of Broadcom's projected 32 gigawatts of compute sales through early 2028. The agreement highlights a growing industry trend towards custom AI chips and Broadcom's strategic role in the AI semiconductor market.