Broadcom tumbles 11% after earnings as AI trade sells off

> $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...