// OVERVIEW
Semiconductor company and custom chip developer co-signing the 5-gigawatt TPU deal with Google for Anthropic.
// RECENT MENTIONS
// SIGNALS
17 SIGNALS
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02
mention·The a16z Show·JUNE 12, 2026
“"Broadcom, which doesn't even make fabs, is worth three times as much as ASML." — Theo Jaffee [00:20:47]”
Source→03
mention·Stratechery·JUNE 12, 2026
“Google's deal with SpaceX, and Broadcom's earnings, both seem bullish for Nvidia.”
AI-extracted from podcast / newsletter / paper summaries. May contain errors.