Broadcom's 5th customer ($10B) isn't Apple or XAI
It's Anthropic. They won't design a new chip.
They will be buying TPUs from Broadcom.
Expect Anthropic to announce a funding round from Google soon.
预计Anthropic很快就会宣布来自谷歌的新一轮融资。谷歌正式开始向外部客户销售 TPU,并直接与英伟达竞争。
zephyr_z9
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