AI Fund Flows

Anthropic → Broadcom: $21B chips & hardware

Anthropic: $21 billion of TPU racks from Broadcom. Hock Tan reveals that the mystery $10 billion customer is Anthropic, which added another $11 billion order of Ironwood TPU racks delivered in 2026.

This deal is 4% of everything Anthropic pays and 100% of everything Broadcom receives in this database.

Date
Dec 11, 2025
Paid by
Anthropic
Received by
Broadcom
Type
Chips & hardware
Amount
$21B
Status
announced
Note
$10 billion (Q3) + $11 billion (Q4)

Sources

All deals between Anthropic and Broadcom

More Anthropic / Broadcom deals

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