{
  "id": 7303570,
  "title": "Broadcom Just Named Its Next Customer to Pass Google: Anthropic. Here's Why That Matters More Than the Earnings Beat.",
  "url": "https://urgent.news/2026/09/14/broadcom-just-named-its-next-customer-to-pass-google-anthropic-heres",
  "topic": "ai",
  "section": "AI",
  "published": "2026-09-14T11:20:00.000Z",
  "source": {
    "name": "Yahoo Finance",
    "slug": "yahoo-finance",
    "url": "https://finance.yahoo.com/technology/ai/articles/broadcom-just-named-next-customer-112000968.html"
  },
  "original_language": "en",
  "account": "Broadcom reported robust third-quarter earnings for its 2026 fiscal year, posting non-GAAP earnings per share of $3.32 on revenue of $29.59 billion. Analysts had anticipated $3.24 EPS on $29.36 billion in revenue. Despite meeting sales targets, the stock fell due to over-optimistic expectations and a projected shortfall in current quarter sales of $34.8 billion, below the average target of $35.03 billion. However, Broadcom's statement that sales to AI-focused competitor Anthropic are set to surpass those of Alphabet's Google division may carry more weight than the earnings report. In the Q3 conference call, Broadcom highlighted expectations for Anthropic to become its largest purchaser of XPU hardware in 2027. Anthropic, known for its AI model Claude, is set to go public this year and is an influential player in the AI software sector. Broadcom anticipates Anthropic's initial purchase of its Ironwood TPU version 8i chips will expand from 1 gigawatt in 2026 to 5 gigawatts in 2027. The company also expects significant growth in sales to OpenAI, with projected deployment of Jalapeno XPU chips for ChatGPT company increasing from 1.3 gigawatts in 2027 to 5 gigawatts in 2028. This strong demand outlook from key AI customers positions Broadcom well for continued growth in the artificial intelligence hardware market.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 2,
    "also_reported_by": [
      {
        "outlet": "Motley Fool",
        "title": "Broadcom Just Named Its Next Customer to Pass Google: Anthropic. Here's Why That Matters More Than the Earnings Beat.",
        "url": "https://urgent.news/2026/09/14/broadcom-just-named-its-next-customer-to-pass-google-anthropic-heres-7309301",
        "published": "2026-09-14T11:00:00.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}