Broadcom controls about 75% of the AI ASIC market, according to Shay Boloor, with six major customers including Google, OpenAI and Anthropic. Anthropic is expected to become AVGO’s largest custom chip client by FY27 as inference workloads shift to custom silicon.
published
Broadcom controls about 75% of the AI ASIC market, according to Shay Boloor, with six major customers including Google, OpenAI and Anthropic. Anthropic is expected to become AVGO’s largest custom chip client by FY27 as inference workloads shift to custom silic
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Exit /ES with a huge win - 56 Points or 224 ticks
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