### @AVGO — Confirmed — from the Q2 FY2026 earnings call; the filings keep customers anonymous
Well. Named on the call with gigawatt figures: Google – an April long‑term agreement for multiple generations of TPUs and networking, “very substantial dollars,” and we accept there will be “some diversity of sources.” Anthropic – access to more than 1 GW of TPU‑based compute in 2026 and an April agreement for another 5 GW from 2027. OpenAI – silicon delivered, production on track for late 2026, a contractual 1.3 GW in 2027 within a larger 10‑GW‑by‑2029 deal. Meta – multiple generations of MTIA accelerators, 3 GW through end‑2028, with an initial 1 GW order for H2 2027.
- tier: Confirmed (✓)
- source: AVGO / Six customers, named on the call and not in the filings
- receipt: https://ticker.thevixguy.com/p/p-day-20260719-avgo-src-avgo-custom-asic-customers-rotation
- posted: 2026-07-20T00:09:25.561Z