Broadcom CEO Hock Tan reveals that Anthropic placed a $10B order for Google's Ironwood TPU racks in Q3 and says it placed an additional $11B order in Q4 (CNBC)

TechmemeFriday, December 12, 2025 at 12:35:14 AM
Broadcom CEO Hock Tan reveals that Anthropic placed a $10B order for Google's Ironwood TPU racks in Q3 and says it placed an additional $11B order in Q4 (CNBC)
  • Broadcom CEO Hock Tan announced that Anthropic placed a $10 billion order for Google's Ironwood TPU racks in the third quarter of 2025, followed by an additional $11 billion order in the fourth quarter. This revelation came during a September earnings call, highlighting Anthropic's significant investment in advanced AI infrastructure.
  • The substantial orders from Anthropic underscore its growing demand for high-performance computing resources, essential for developing its AI models. This partnership with Google positions Anthropic to enhance its capabilities in the competitive AI landscape.
  • This development reflects a broader trend in the AI industry, where companies are increasingly investing in specialized hardware to support advanced AI applications. As Google’s TPUs emerge as a formidable alternative to Nvidia’s GPUs, the competitive dynamics in the AI chip market are shifting, with companies like Anthropic leveraging these advancements to bolster their market positions.
— via World Pulse Now AI Editorial System

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