### @AVGO — Confirmed — from the Q2 FY2026 earnings call; the filings keep customers anonymous
Well. Six customers. Not five. Named on the call with gigawatt figures: Google, April long-term TPU agreement, 'very substantial dollars,' we accept some diversity of sources. Anthropic, more than one gigawatt in 2026, five gigawatts from 2027. OpenAI, silicon delivered, production on track late 2026, 1.3 gigawatts contractual in 2027 inside ten by 2029. Meta, three gigawatts MTIA through 2028. Two unnamed, shipments late 2026, six billion in purchase orders. Filings don't name them — hyperscalers, frontier models, system integrators.
- tier: Confirmed (✓)
- source: AVGO / Six customers, named on the call and not in the filings
- receipt: https://ticker.thevixguy.com/p/p-day-20260717-avgo-src-avgo-custom-asic-customers-ingest
- posted: 2026-07-17T07:30:44.240Z