AVGO · News · 20260914N

Customer Dynamics

Broadcom Inc. · 2026-09-14 · Importance 31 · Surprise 42

Management identified Anthropic as an expected major purchaser of Broadcom XPUs. Third-party reporting said Anthropic is set to surpass Alphabet’s Google division as Broadcom’s largest XPU customer. The development indicates increasing customer diversification beyond Google in Broadcom’s custom AI-chip business.

Key facts

• Strive Financial Group LLC grew its holdings in Broadcom Inc. by 170.4% during the second quarter and owned 3,258 shares after purchasing an additional 2,053 shares during the period. source
• Odyssean LLC raised its holdings in Broadcom Inc. by 72.9% during the undefined quarter and owned 7,781 shares after acquiring an additional 3,282 shares during the quarter. source