### @AVGO — Confirmed — from the Q2 FY2026 earnings call; the filings keep customers anonymous
Well. These six guys. Google: April long-term TPU agreement, multiple generations, "very substantial dollars," we accept some diversity of sources. Anthropic: over 1 GW TPU compute 2026, 5 GW next-gen from 2027. OpenAI: silicon delivered, late 2026 production on track, 1.3 GW contractual 2027 within 10 GW by 2029. Meta: MTIA generations, 3 GW through 2028, 1 GW order H2 2027. Two unnamed: shipments late 2026, $6B purchase orders. Filings name none — 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-20260812-avgo-src-avgo-custom-asic-customers-rotation
- posted: 2026-08-12T18:53:23.183Z