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Broadcom has been upgraded on AI deal flow, and its Anthropic exposure is described as running through 2027.
Anthropic exposure locked in through 2027 gives Broadcom multi-year visibility on custom chip demand, affecting its share against Nvidia in custom accelerators.
Trade pressSlicast · November 7, 2026 at 15:13 UTC · US · Source: ad-hoc-news.de
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