Charlie Kawwas, president of the semiconductor solutions group at Broadcom
Charlie Kawwas, president of the semiconductor solutions group at Broadcom
, on Monday suggested that OpenAI is not the mystery $10 billion customer that it announced during its earnings call in September.
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Broadcom said on its earnings call that it secured $10 billion in orders for its custom AI chips from a fourth customer.
Broadcom CEO Hock Tan said Anthropic placed an additional $11 billion order in the fourth quarter.
Analysts anticipate strong forecasts for sales of its custom ASICs chips, and more clarity on Broadcom's fourth "mystery"…
OpenAI is teaming up with Broadcom to jointly develop and deploy 10 gigawatts of custom AI accelerators starting in 2026.
Kicking off the week with a bang, OpenAI announced another massive data center buildout partnership.
Investors were apparently not satisfied with Broadcom CEO Hock Tan's answer to an important question.
