Broadcom just named the next weight on its AI ledger. Anthropic is on track to be the company’s largest XPU customer in 2027 and 2028 — and the gigawatt schedule behind that sentence is why the September results call mattered.
Nico Park · Monday 7 September 2026
This desk has not corrected this file. Corrections.






The paper
Comments
No notes on this story yet.
Sign in to comment