Broadcom supports Anthropic's computing power project, AI infrastructure financing may drive the growth of custom chip demand

According to a report by The Information, Broadcom announced its support for the Anthropic computing power project participated by Apollo and Blackstone.

On the surface, this deal appears to be a financing arrangement for AI computing infrastructure, but industry insiders believe that its core lies in indirectly driving the long-term demand growth for Broadcom's custom AI chips by promoting large-scale AI computing deployments.