Event ·Multi-source

博通：Anthropic和OpenAI将成AI芯片前两大客户

博通总裁陈福阳在FY2026Q3财报电话会议上预测，Anthropic和OpenAI将超越谷歌成为其AI ASIC业务前两大客户。博通该季度AI半导体业务达167亿美元，同比增长221%、环比增长54%。博通已向Anthropic和谷歌交付TPU v7 "Ironwood"，并开始向OpenAI交付定制芯片"Jalapeño"。博通预计FY2026全年AI收入将达580亿美元，同比增长186%。

Current read

博通AI芯片业务大增，Anthropic和OpenAI将超越谷歌成前两大客户，2028年AI收入或达2300亿美元。

11 sources73° AI heatLast updated 2026/9/3 01:04:49

Evidence

11 sources

Primary sourceIT之家

2026/9/3 01:04:49View source

Related source 1a16z

2026/9/1 19:45:26View source

Related source 2shao__meng

2026/9/1 23:41:24View source

Related source 3AI Will

2026/9/3 03:32:03View source

Related source 4Justine Moore

2026/9/3 20:01:07View source

Related source 5歸藏(guizang.ai)

2026/9/1 04:44:08View source

Related source 6Gary Marcus

2026/9/1 14:12:51View source

Related source 7OpenAI Blog

2026/9/1 17:00:00View source

Related source 8arXiv: OpenAI

2026/9/2 15:08:51View source

Related source 9Lenny Rachitsky

2026/9/2 15:14:19View source

Related source 10techcrunch

2026/9/2 17:09:06View source

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