Cantor Reiterates Overweight on Broadcom
Cantor Fitzgerald analyst C.J.
Muse reiterated an Overweight rating on Broadcom Limited (NASDAQ: AVGO).
“AVGO reported results last week whereby it outlined plans to supply Anthropic with an incremental 10 GW worth of chips in FY28, which is on top of 1 GW in FY26 and 5 GW in FY27.
Thus, this implies Anthropic’s data center capacity for both FY27 and FY28 is ~15 GW in total.
We note that this is strictly TPU capacity and does not include other accelerators from the likes of NVDA and AMD.
Over the last week, Anthropic has signed two deals totaling 812 MW of IT load for compute from neoclouds (NVDA compute), one of which is coming from HUT’s Beacon Point site.”
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