From Broadcom's perspective on ASIC chip trends: Google will pay $50 billion next year, and OpenAI will pay $20 billion?
Broadcom expects its revenue from Google to double in 2026 compared to 2025, with potential further growth in 2027. Revenue related to Meta is expected to increase significantly in 2027. ByteDance's ASIC shipments are small in early 2026, but are expected to enter mass production by the end of the year. Anthropic's revenue will be close to Google's in 2026, but will decline in 2027. xAI's ASIC is expected to take off in 2027. OpenAI's ASIC chips are expected to enter mass production by the end of 2026 and be deployed on a large scale in 2027. Broadcom has received significant orders from AWS and Microsoft, with a substantial revenue increase expected in 2027
It is expected that Broadcom's revenue from Google in 2026 will double compared to 2025, and may grow again in 2027, nearly doubling from 2026. Revenue related to Meta may begin to increase significantly in 2027. ByteDance's ASIC shipments look small in 2026, but it seems that true mass production will not begin until the end of 2026. By 2026, Anthropic's revenue may be nearly on par with Google, but will sharply decline by 2027. xAI's ASIC will really take off in 2027. OpenAI's ASIC chips seem to be set to begin mass production at the end of 2026 and will be deployed on a large scale in 2027. Broadcom appears to have received significant orders from AWS and Microsoft, with revenue expected to grow substantially in 2027
