A Broadcom sign is pictured as the company prepares to launch new optical chip tech to fend off Nvidia in San Jose, California, U.S., September 5, 2025.
Broadcom revealed during a September earnings call that it had signed a customer that had placed a $10 billion order for custom chips.
At the time, Broadcom didn't say who it was, but on Thursday, CEO Hock Tan revealed that the mystery customer was AI lab Anthropic, which placed an order for the latest Google tensor processing units.
"We received a $10 billion order to sell the latest TPU Ironwood racks to Anthropic," said Tan, speaking on Broadcom's fourth-quarter earnings call on Thursday. He also said Anthropic had placed an additional $11 billion order with Broadcom in the company's latest quarter.
While Broadcom typically doesn't disclose its large customers, Tan's September remark drew significant investor attention amid the AI infrastructure boom. A Broadcom official told CNBC in October that the mystery customer wasn't OpenAI, which has its own agreement to purchase chips from the chipmaker.
Broadcom makes custom chips called ASICs, which some experts believe are more efficient for certain artificial intelligence algorithms than the market-dominating chips from Nvidia . Broadcom helps make Google's TPUs, and last month, the search company bragged that it trained its state-of-the-art Gemini 3 model entirely on its TPUs.
The chipmaker calls its custom AI chips XPUs, and on Thursday, Tan said his company was delivering entire server racks — not just chips — to Anthropic, which is Broadcom's fourth XPU customer.
Broadcom on Thursday also said that it has secured a fifth customer for its custom chip business. That customer placed a $1 billion order during the fourth quarter, but once again, Broadcom did not reveal the customer.
"It's a real customer, and it will grow," Tan said.