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Broadcom CEO: Anticipates that Anthropic will bring a 3 GW computing demand in the 2027 (fiscal) year. OpenAI is expected to deploy chips at scale in 2027. Meta's custom chip roadmap "is underway and making good progress."
Broadcom CEO: Anticipates that Anthropic will require 3 GW of computing power in the 2027 fiscal year. Expects OpenAI to deploy chips at scale by 2027. Meta’s custom chip roadmap “is underway and progressing well.”