Broadcom says OpenAI and Anthropic are consuming AI compute faster than expected, signaling accelerating infrastructure demand.

Broadcom's AI chip sales are growing rapidly, with a projected $40 billion in revenue this fiscal year and a $73 billion backlog.

Broadcom CEO Hock Tan confirms plans to ship 10 gigawatts of AI compute capacity by 2027, projecting over $100 billion in AI chip revenue across six major