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News  ›  The Motley Fool

Prediction: Broadcom's $10 Billion Mystery Customer Could Be Anthropic. Here's Why.

The Motley Fool Logo The Motley Fool By Adam Spatacco
Prediction: Broadcom's $10 Billion Mystery Customer Could Be Anthropic. Here's Why.

Broadcom revealed a $10 billion chip order from an undisclosed customer, with analysts speculating that Anthropic might be the mystery client due to its diversified cloud computing strategy and recent partnerships with major tech companies.

Insights
AVGO   positive

Positioned well in AI infrastructure market with potential $10 billion customer and part of a projected $7 trillion AI infrastructure investment opportunity