NEW DELHI: AI research firm Anthropic has reportedly placed a $21 billion order for TPU racks from Broadcom, marking one of the largest-ever single hardware procurements in the AI industry.
The update surfaced after Broadcom’s CEO discussed major TPU-related contracts during an earnings transcript, excerpts of which were shared publicly.
According to the CEO, Broadcom received a $10 billion TPU order in Q3 from Anthropic, followed by an additional $11 billion order scheduled for delivery in late 2026. Together, the two orders bring the total value to approximately $21 billion.
The CEO added a crucial clarification:
“But that does not mean our other customers are using TPUs. In fact, they prefer to control their own destiny by continuing to drive their multi-year journey to create their own custom AI accelerators.”
This indicates that while Anthropic is doubling down on Broadcom’s TPU infrastructure, other top-tier customers—such as major cloud and device companies—continue to explore proprietary chip paths.
🚨BREAKING: Anthropic just ordered $21 BILLION in TPU racks from Broadcom $AVGO CEO: “But. That does not mean our other customers are using TPUs. Infact they prefer to control their own destiny by continuing to drive their multi year journey to create their own custom AI… pic.twitter.com/t61dGAb4M8
— Ask Perplexity (@AskPerplexity) December 12, 2025
Screenshots circulating online show market reactions, with Broadcom’s ($AVGO) stock experiencing volatility after the transcript excerpts appeared. Analysts say the scale of the order highlights the intense competition among AI labs to secure cutting-edge compute capacity.
The move also signals Anthropic’s intention to expand its compute portfolio rapidly as demand for its Claude models surges amid a global race for AI dominance.
