Broadcom CEO Says Anthropic Is On Track To Become Our Largest XPU Customer In 2027 And Sustain That In 2028; OpenAI's Jalapeno Is On Track For The Planned Deployment Of 1.3 Gigawatts In 2027; We Have Line Of Sight For OpenAI To Deploy Over 5 Gw Of Jalapeno And Its Successor Generation Of XPU; We Are In Development With Open AI On The Third Generation XPU
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Why It Matters
Broadcom is making special computer chips that big AI companies like Anthropic and OpenAI plan to buy a lot of in the coming years. When huge customers promise to buy lots of a company's products in the future, it's a hint that the company might grow, but plans can always change.
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Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.
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