Subject


Broadcom


2025-12-12

[News] Anthropic Emerges as Broadcom’s Mega-Client; Margin Challenges Ahead

As a key beneficiary of Google’s TPU boom, U.S. chipmaker Broadcom’s ASIC business is drawing heightened attention. On its latest earnings call, despite Broadcom usually keeps its major clients under wraps, CEO Hock Tan revealed that the company’s $10 billion custom-chip megadeal came from AI ...

2025-10-15

[News] OpenAI Ramps Up Global Compute Power with NVIDIA, AMD, and Broadcom — Securing 26 GW of AI Infrastructure

In a rapid series of announcements over the past month, OpenAI has unveiled three landmark hardware partnerships that together amount to a staggering 26 gigawatts (GW) of AI compute capacity. The company has struck deals to: Co-develop 10 GW of custom AI accelerators with Broadcom Invest up ...

2025-10-14

[News] Broadcom Enters OCP’s ESUN Initiative After Exiting UALink Board; NVIDIA, AMD Added to OCP Board

According to TechNews, as AI-driven data centers continue to expand in both scale and energy consumption, the Open Compute Project (OCP) unveiled a series of key collaborations at its 2025 Global Summit. Notably, Broadcom—formerly a founding member of the UALink consortium—joined the initial gro...

2025-09-15

[News] China Opens Analog Chip Dumping Probe Against TI, Broadcom and Others Over 300% Margin

Ahead of a new round of U.S.-China trade talks in Spain from September 14 to 17, Beijing has stepped up pressure on Washington. On Saturday, China’s Ministry of Commerce announced anti-dumping investigations targeting U.S. analog chips from Broadcom, Texas Instruments, Onsemi, and ADI, according t...

2025-09-05

[News] Broadcom Reportedly Secures $10B Custom AI Chip Order from OpenAI, Lifts 2026 AI Sales Forecast

While Broadcom reported better-than-expected fiscal third-quarter earnings and offered strong guidance for the current quarter fueled by soaring ASIC demand amid the AI wave, the U.S. chip giant has thrilled the market by revealing it secured $10 billion in orders for custom AI chips from a new clie...

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