Broadcom: AI deals, investors and valuation
As of Nov 9, 2026, Broadcom has 7 AI deals of $1B+ in this database: it pays $200B and receives $21B (net −$179B). It ranks #19 of 198 companies by number of deals.
Value over time
Valuation history
- January 2025$1.06T
- April 2025$918.8B
- July 2025$1.4T
- October 2025$1.76T
- January 2026$1.58T
- April 2026$1.99T
- July 2026$1.86T
- October 2026$1.56T
- November 2026$1.4T
Receives from
AnthropicPays to
🇰🇷 SamsungLoops it is part of
No closed loop found for this company.
All Broadcom deals
Samsung signs a memorandum with Broadcom on memory, foundry and advanced packaging through 2030, estimated by Samsung at about $200 billion.
Meta extends MTIA chip development with Broadcom: more than 1 GW initially and multiple gigawatts over time; Hock Tan leaves Meta's board and becomes an adviser.
Google-Broadcom-Anthropic deal: about 3.5 GW of TPUs from 2027, on top of ~1 GW already in 2026. Mizuho estimates $21 billion of Broadcom revenue from Anthropic in 2026.
Broadcom signs a long-term agreement with Google to develop and supply future TPUs and AI rack networking through 2031.
Hock Tan reveals that the mystery $10 billion customer is Anthropic, which added another $11 billion order of Ironwood TPU racks delivered in 2026.
The Information: Microsoft is discussing with Broadcom moving the design of its Maia chips, currently handled by Marvell.
Co-development and deployment of 10 GW of OpenAI-designed accelerators with Broadcom Ethernet racks and networking, from 2H 2026 to end-2029. The first chip, 'Jalapeño' for inference, was unveiled in June 2026.
Questions and answers
Who are Broadcom's biggest investors and payers?
Anthropic ($21B).
How much has Broadcom invested or spent on AI deals?
$200B across 1 deals, the largest with Samsung.
How much is Broadcom worth?
Market cap: $1.4T (Nov 9, 2026).
Is Broadcom part of a circular deal?
No closed loop found for this company.
Meta
Google
Microsoft
OpenAI