Anthropic’s relationships with major cloud and hardware partners, including Microsoft, Amazon, and Alphabet, underscore its heavy reliance on NVIDIA GPUs and Broadcom connectivity solutions to scale its AI infrastructure.

Broadcom is supplying connectivity chips and AI-focused ASICs for Anthropic’s server footprint, with reports of a $10 billion custom chip order and an $11 billion additional hardware order in December.

NVIDIA and Broadcom are highlighted as two of the most important hardware suppliers powering Anthropic’s AI capabilities and overall hardware ecosystem.

Investors are watching for ongoing demand from Anthropic for NVIDIA GPUs and Broadcom technology as the company expands its AI infrastructure.

Anthropic is projected to nearly quadruple revenue to about $18 billion this year, with guidance suggesting about $55 billion in the following year, signaling a strong growth trajectory.

While market chatter about an IPO persists, the focus remains on the hardware supply chain and revenue implications rather than speculative timelines or pricing for public markets.

Broadcom’s fourth-quarter sales totaled around $18 billion, reflecting robust demand and a backlog of Anthropic-related orders that could extend into the current fiscal year.