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Broadcom reveals AI infrastructure demand projections for Anthropic, OpenAI, and Meta
Wednesday, March 4, 2026 at 10:51 PM
Broadcom reports significant demand projections for AI infrastructure, noting that Anthropic is expected to require 3GW of AI compute capacity in fiscal year 2027. OpenAI is also anticipated to scale its AI chip deployments significantly that year, while Meta continues to advance its custom AI silicon roadmap.
Context
During its Q1 2026 earnings call, Broadcom revealed a massive acceleration in its custom AI chip (ASIC) business, projecting that AI revenue will exceed $100 billion in 2027. The company is currently supporting six major customers, including Google, Meta, and Anthropic, as hyperscalers move toward in-house silicon to reduce dependence on Nvidia. This growth is driven by a transition from experimental AI projects into large-scale infrastructure deployments.
Key milestones include a strategic partnership with OpenAI to deploy 10 gigawatts of custom-designed accelerators between 2026 and 2029. Additionally, Anthropic is expected to generate demand for 3GW of compute infrastructure by fiscal year 2027, supported by a $50 billion nationwide data center build-out. Meanwhile, Broadcom confirmed that Meta’s MTIA roadmap is progressing smoothly, with hardware currently shipping to support the social media giant's internal AI workloads.
Sources (8)
artificial intelligence and machine learning for optimizing ...Broadcom Delivers the Future of AI Infrastructure with End-to-End AI Networking Solutions at 2025 OCP Global Summit | Broadcom Inc.Networking for AI Clusters | AI Infrastructure | SwitchesAnthropic announces $50 billion AI spend, two U.S. data centersBroadcom rises as $100 billion AI forecast signals gains in Nvidia-dominated market | ReutersBroadcom says five AI chip partners are ramping, OpenAI slated for 2027Broadcom Gains as AI Chip Outlook Points to $100B ...[News] Broadcom Reportedly Eyes $100B AI Chip Revenue in 2027, Backed by 6 Key Clients Like Google
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