AI Fund Flows

Anthropic ↔ Broadcom: every deal

All 2 deals between Anthropic and Broadcom: $21B in total since Dec 11, 2025, with dates, status and sources. Updated Nov 9, 2026.

Anthropic → Broadcom
$21B
Apr 7, 2026Chips & hardwareannouncedn/a
Anthropic → Broadcom · ~3.5 GW of TPUs from 2027 (per Broadcom filing)

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.

Dec 11, 2025Chips & hardwareannounced$21B
Anthropic → Broadcom · $10 billion (Q3) + $11 billion (Q4)

Hock Tan reveals that the mystery $10 billion customer is Anthropic, which added another $11 billion order of Ironwood TPU racks delivered in 2026.