NVIDIA serves as a central enabler for Anthropic's AI capabilities, with deep ties through investments and partnerships involving Microsoft and Amazon's cloud services.

Anthropic is eyeing rapid revenue growth, expected to jump to around $18 billion this year and potentially surge to roughly $55 billion in the next year, per contemporary reports.

Broadcom has a substantial order from Anthropic for custom chips, valued at about $10 billion, plus an additional $11 billion for hardware including XPUs and server racks.

Anthropic remains private for now but could pursue an IPO later, with market observers weighing implications for Nvidia and Broadcom and reflecting on past stock performance.

Anthropic’s rising demand for cloud services from Microsoft and Amazon strengthens Broadcom’s revenue outlook and solidifies Anthropic as one of Broadcom’s key customers.

Anthropic relies on NVIDIA GPUs to train and operate its Claude AI platform, making NVIDIA a core supplier in its AI infrastructure.