Broadcom aims to supply $100 billion worth of AI chips by 2027

Broadcom's AI revenue more than doubled from the prior year to $8.4 billion, while total sales rose 29% to $19.3 billion. The company forecasts AI chip revenue of $10.2 billion in the current quarter. Hyperscalers Google, Anthropic, Meta, and OpenAI are cited with capacities of 3 GW, 3 GW, at least 2 GW, and 1 GW respectively, driving demand. Anthropic had committed roughly $10 billion to Google’s TPU-based AI infrastructure, which Broadcom helps design. Quote: "Tan made the claim after an impressive first-quarter earnings report showed AI revenue more than doubling from the prior year to $8.4 billion, while total sales rose 29% to $19.3 billion. The company forecasts AI chip revenue of $10.2 billion in the current quarter." Quote: "On an analyst call after earnings, Tan broke down the sources of his $100 billion goal, citing 3 GW of capacity at Google, 3 GW at Anthropic, at least 2 GW at Meta, and 1 GW at OpenAI." Quote: "Tan previously highlighted large custom silicon orders tied to hyperscaler partners. For example, he said Anthropic had committed roughly $10 billion to Google’s TPU-based AI infrastructure, which Broadcom helps design."