Broadcom
AI networking silicon + custom XPU/ASIC partner
Layers as clusters, money as arcs, brand marks on the biggest stars
AI Intelligence Graph
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Follows the graph · 1 entity
Full file coming soon. Broadcom's links, deals and figures below are what the graph holds today.Not collected yet: 360, Investors, Market share, People and hiring, Legal, News and events, Earnings calls. Anthropic is the first complete company file (people, investors, legal, hiring, birth to now); other companies follow one at a time. Open Anthropic's file
Overview
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answers only from the graph's sourced facts, with citationsForecast record
No forecast published here yet. Each one names its basis and the date it resolves, is scored afterwards, and the hit rate shows here in public once the first resolves.
L6 Power · Networking · AVGO · USA · chokepoint
Broadcom
AI networking silicon + custom XPU/ASIC partner
- Links
- 29
- Deals from filings
- 2
- Exposed if it fails
- 6
- 25 within 2 steps
- It depends on
- 5
- 51 within 2 steps
No company file yet: revenue, customers and other figures appear here once they are taken from its filings.
What it is
Broadcom is the dominant merchant supplier of AI data-center switch silicon (Tomahawk 5/6 for scale-out, Jericho 3-AI for scale-across) and the leading custom-ASIC (XPU) design partner for hyperscalers — Google TPU, Meta MTIA, and others. In 2025 it reported multi-billion-dollar AI revenue growth and disclosed a ~$10B custom-AI-chip order from a fourth large customer (widely reported as OpenAI). Its combined networking-plus-custom-silicon position makes it arguably the second-most-important AI semiconductor company after NVIDIA.
Key facts
from its map entry- Switch silicon
- Tomahawk 5/6, Jericho 3-AI
- Custom XPUs
- Google TPU, Meta MTIA, +more
- 2025
- ~$10B custom-AI order (reported OpenAI)
Pick a link to move the graph there: · · · · · · ·
Connections29 links
Pulled 28 Oct 2026 · AI Systems Map links
Its suppliers
5Who depends on it
6Partners
7Rivals
4Designs
2Compare two: what Broadcom shares with another entity
Pick a second entity to see their direct links, the suppliers, backers, rivals and regulators they share, and the deals with the same parties. The graph lights the same set.
Money2 deals
Pulled 27 Oct 2026 · Anthropic, PBC, Form S-1 registration statement · dated 26 Oct 2026
| Parties (money runs →) | Kind | Amount | Term | Source |
|---|---|---|---|---|
| → Five-year master equipment leases with Broadcom giving Anthropic TPU-based compute in data centers others operate. Rent about $161.2B excluding interest; part came online in 2026, more from 2027. | lease | about $161.2B | · | Anthropic, PBC, Form S-1 registration statement“Our rent payments over the life of these leases are equal to an aggregate of approximately $161.2 billion excluding interest, with rent payable in quarterly installments and payment obligations typically commencing upon AI infrastructure equipment becoming “ready for service” at the applicable data center facility.”Open the source ↗ |
| → Anthropic may issue up to $42.0B of convertible notes to Broadcom or a designated financial partner, if needed, to finance the 2026 lease. | notes | up to $42.0B | · | Anthropic, PBC, Form S-1 registration statement“In addition, we have the ability to issue, if needed, up to $42.0 billion in aggregate principal amount of convertible promissory notes to Broadcom or, subject to our consent (not to be unreasonably withheld), a designated financial partner pursuant to a note purchase agreement that we entered into with Broadcom in March 2026 (the “Infrastructure Partner 2026 NPA”) to finance obligations under the 2026 Lease Arrangement.”Open the source ↗ |
Amounts keep the filing's own wording (at least, up to, about). They are not added up: a compute commitment, a lease and an equity round are different kinds of money.
Financialsfrom its filings
Company file
Broadcom: figures from its filings
Built from Anthropic, PBC, Form S-1 registration statement, 26 Oct 2026. Every figure opens the exact text it comes from.
Sources · 1
- Anthropic, PBC, Form S-1 registration statement, 26 Oct 2026 · 3 quoted passages
Data sources3 sources
| Source | Feeds | Data dated | Pulled | Pulled again | Status |
|---|---|---|---|---|---|
| Market quote (Yahoo Finance, unofficial) | 360 | 30 Oct 2026 | 30 Oct 2026, 12:46 EDT | daily | fresh |
| Anthropic, PBC, Form S-1 registration statement ↗3 quoted passages · sec.gov | Money | 26 Oct 2026 | 27 Oct 2026 | when a new document is filed | read from the document |
| AI Systems Map links29 links; built July 2026, deals re-checked against filings 27 to 28 Oct 2026 | Connections | · | 28 Oct 2026 | when the map is reviewed | hand-built; deals checked against filings |
Times are New York time. Free sources are pulled on the schedule shown by the pipeline runner (data/corpus/run_pipelines.py), which logs every run; paid sources run only with the owner's yes; filings and newsroom pages are re-read when a new document is filed.
Links come from the AI Systems Map ontology. Deals carry the filing's own wording and a quote, checked against the document; latest source 2026-10-26. Not investment advice.