Anthropic is projected to become Broadcom’s largest custom AI chip customer by fiscal year 2027. The AI research firm is expected to maintain this top position through 2028.
This transition will displace Google as the primary customer in Broadcom’s custom AI segment. Anthropic has already placed significant orders for chip deliveries to support this shift.
Broadcom CEO Hock Tan forecasts AI semiconductor revenue to reach $115 billion in fiscal 2027. Annual AI revenue is projected to nearly double by fiscal 2028. Anthropic is identified as a central driver of this anticipated growth.