Broadcom recently identified its mystery $10 billion customer as Anthropic, an AI lab that ordered custom chips, specifically Google’s latest tensor processing units (TPUs). CEO Hock Tan confirmed this during the fourth-quarter earnings call, also noting that Anthropic placed an additional $11 billion order in the same quarter. While Broadcom usually keeps its major clients under wraps, the revelation comes amid heightened interest in AI infrastructure as companies race to enhance their capabilities. Broadcom develops custom chips called application-specific integrated circuits (ASICs), which may outperform Nvidia’s widely used chips for certain AI tasks. The company has been closely associated with Google, which has reported that its advanced Gemini 3 model was trained exclusively using TPUs. Tan mentioned that Broadcom is providing entire server racks to Anthropic, marking it as their fourth XPU customer. In a related development, Anthropic and Google entered a significant cloud partnership in late October, valued in the tens of billions. This deal allows Anthropic access to up to one million TPUs and is expected to generate over a gigawatt of AI compute capacity by 2026. Anthropic employs a multi-cloud strategy, utilizing not only Google’s TPUs but also Amazon’s Trainium chips and Nvidia GPUs, optimizing its workloads based on the most suitable platform for various AI tasks. This strategic alignment with Google underscores the growing importance of TPUs as a competitive alternative to Nvidia’s GPUs in the AI landscape.