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Broadcom tumbles 11% after earnings as AI trade sells off
- kristianp 11mo ago> $73 billion backlog of AI orders over the next 18 months. Part of that is from $21 billion of orders from Anthropic What does Anthropic buy from Broadcom? > We received a $10 billion order to sell the latest TPU Ironwood racks to Anthropic,” said Tan, speaking on Broadcom’s fourth-quarter earnings call on Thursday https://www.cnbc.com/2025/12/11/broadcom-reveals-its-mystery-10-billion-customer-is-anthropic.html https://www.cnbc.com/2025/12/11/broadcom-reveals-its-mystery...