Anthropic has placed $21 billion in combined orders with Broadcom, and a fifth unnamed customer added $1 billion more, yet CEO Hock Tan still won't commit to full-year 2026 AI revenue guidance.
AIHUB
Broadcom tells investors not to trust its own $73 billion AI backlog
Broadcom CEO Hock Tan warns investors not to rely on the company's reported $73 billion AI backlog, despite major orders from Anthropic ($21 billion) and an unnamed customer ($1 billion). He declines to provide full-year 2026 AI revenue guidance, signaling uncertainty about converting backlog into revenue.
Reveals tension between large AI orders and cautious corporate outlook, offering insight into semiconductor demand signals.
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