All 2 deals between Anthropic and Broadcom: $21B in total since Dec 11, 2025, with dates, status and sources. Updated Nov 9, 2026.
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.
Hock Tan reveals that the mystery $10 billion customer is Anthropic, which added another $11 billion order of Ironwood TPU racks delivered in 2026.