Broadcom CEO names Anthropic as largest XPU customer, signaling massive AI hardware shift

Broadcom AI chips: Broadcom raises AI chip forecast as Big Tech keeps writing bigger checks - The Economic…

They have gained about 6% this ‌year, significantly underperforming ⁠rivals ⁠and the broader semiconductor index, as AI spending concerns and increased competition persist, including Marvell's ​recent custom chip deal…