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Stockreport

Anthropic Scales Fast With Big TPU Deal [Yahoo! Finance]

Broadcom Inc. (AVGO)  More Company Research Source: Yahoo! Finance
Last broadcom inc. earnings: 3/12 04:15 pm Check Earnings Report
US:NASDAQ Investor Relations: investors.broadcom.com
The company has signed a deal with Google ( NASDAQ:GOOG ) and Broadcom ( NASDAQ:AVGO ) to secure next-generation TPU capacity starting in 2027. In total, it is looking at close to 5 GW of compute over time, including about 3.5 GW tied to Broadcom systems. That is a massive amount of infrastructure, but it reflects what Anthropic is seeing on the demand side for its Claude models. Warning! GuruFocus has detected 5 Warning Signs with SSNLF. Is GOOG fairly valued? Test your thesis with our free DCF calculator. The numbers tell the story. Anthropic's revenue run rate has climbed to over $30 billion, up from around $9 billion at the end of 2025. That kind of jump explains why the company is spending heavily to lock in capacity early. Most of that new compute is expected to be based in the U.S., building on its earlier $50 billion commitment to expand domestic infrastructure. Broadcom shares moved about 3% higher after the news, showing how these deals ripple across the AI supply cha [Read more]
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Stockreport

Anthropic Scales Fast With Big TPU Deal [Yahoo! Finance]

Broadcom Inc.  (AVGO) 
More Company Research Source: Yahoo! Finance
Last broadcom inc. earnings: 3/12 04:15 pm Check Earnings Report
US:NASDAQ Investor Relations: investors.broadcom.com
The company has signed a deal with Google ( NASDAQ:GOOG ) and Broadcom ( NASDAQ:AVGO ) to secure next-generation TPU capacity starting in 2027. In total, it is looking at close to 5 GW of compute over time, including about 3.5 GW tied to Broadcom systems. That is a massive amount of infrastructure, but it reflects what Anthropic is seeing on the demand side for its Claude models. Warning! GuruFocus has detected 5 Warning Signs with SSNLF. Is GOOG fairly valued? Test your thesis with our free DCF calculator. The numbers tell the story. Anthropic's revenue run rate has climbed to over $30 billion, up from around $9 billion at the end of 2025. That kind of jump explains why the company is spending heavily to lock in capacity early. Most of that new compute is expected to be based in the U.S., building on its earlier $50 billion commitment to expand domestic infrastructure. Broadcom shares moved about 3% higher after the news, showing how these deals ripple across the AI supply cha [Read more]
IMPACT SNAPSHOT
EVENT TIME:
AVGO
Last Price
Price Change
Price Change %
Volume Shares
Max Up
Max Down
Volume Ratio
%
Don't Miss Out On The Next BIG Stock Move
Performance comparison Updated
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
LAST PRICE AT
NEWS EVENT
SINCE EVENT
Multi-day stock performance from the time of the news release
LAST PRICE
VWAP
High:
MAX UP
High:
Low:
MAX DOWN
Low:
%
 POST NEWS RANGE
%
PRICE CHANGE
PRICE CHANGE PERCENTAGE
S&P 500 (SPX)
%
 VOLUME RATIO
%
VOLUME (SHARES)
TICKS
AVG SHARES PER TRADE
EVENT DAY
Event Day Chart will not be displayed beyond 90-day period of the event
PERFORMANCE SINCE EVENT
TIME AND VELOCITY ANALYSIS