Map / AI chips and networking
Broadcom AVGO
Designs custom AI chips for Google, Meta, OpenAI and Anthropic; AI revenue $16.7B a quarter.
Depends on
- TSMC: Custom AI chips on 3nm. Google's TPU v7 is made on TSMC 3nm; Meta's MTIA is reportedly moving to 3nm. Tom's Hardware, 2026-05
Supplies
- Google (Alphabet): TPU design and supply. Design agreement for Google's TPUs runs through 2031. Futurum Group, 2026-08
- OpenAI: Jalapeño inference chip. OpenAI's first custom inference chip, rolling into data centers by year-end. VentureBeat, 2026-06-24
- Meta: MTIA custom chips. Meta named as a custom-chip customer on Broadcom's Q3 FY26 call. Tech Insider, 2026-09
- Anthropic: Up to $42B of chip financing. Convertible financing against a five-year TPU lease. Tradingpedia, 2026-10-01
Data as of 2026-10-01. Cite as: Ye, Mike. "Broadcom" (broadcom). AI Lattice, dataset v0.1.0. https://ailattice.ai/e/broadcom/. How to cite.