{"@context":"https://schema.org","@type":"NewsArticle","generatedAt":"2026-09-20T12:00:59.032Z","headline":"博通称 Anthropic、OpenAI 将超越谷歌成为其 AI ASIC 业务前两大客户","description":"博通 CEO 陈福阳在 FY2026Q3 财报电话会上预测，Anthropic 和 OpenAI 将超越 Google 成为博通 AI ASIC 业务前两大客户。","url":"https://www.aioga.com/news/cmtkukz38069qroalw7yk4913/","mainEntityOfPage":"https://www.aioga.com/news/cmtkukz38069qroalw7yk4913/","datePublished":"2026-09-03T01:04:49.000Z","dateModified":"2026-09-03T01:04:49.000Z","inLanguage":"zh-CN","publisher":{"@type":"NewsMediaOrganization","name":"Aioga","url":"https://www.aioga.com"},"citation":["https://www.ithome.com/0/997/749.htm","https://aihot.virxact.com/items/cmtkukz38069qroalw7yk4913"],"canonicalUrl":"https://www.aioga.com/news/cmtkukz38069qroalw7yk4913/","directAnswer":{"@type":"Answer","text":"博通管理层表示，Anthropic 与 OpenAI 预计将成为公司 AI ASIC 业务规模靠前的客户，并披露两家公司相关定制芯片及加速器的交付、部署安排。","url":"https://www.aioga.com/news/cmtkukz38069qroalw7yk4913/","dateCreated":"2026-09-03T01:04:49.000Z","author":{"@type":"Organization","@id":"https://www.aioga.com/authors/aioga-editorial/#editorial-team","name":"Aioga Editorial Team","url":"https://www.aioga.com/authors/aioga-editorial/"}},"evidence":[{"@type":"CreativeWork","name":"IT之家 source article","url":"https://www.ithome.com/0/997/749.htm","datePublished":"2026-09-03T01:04:49.000Z","provider":{"@type":"Organization","name":"IT之家","url":"https://www.ithome.com/0/997/749.htm"}},{"@type":"CreativeWork","name":"AIHot archive record","url":"https://aihot.virxact.com/items/cmtkukz38069qroalw7yk4913","datePublished":"2026-09-03T01:04:49.000Z","provider":{"@type":"Organization","name":"AIHot","url":"https://aihot.virxact.com/items/cmtkukz38069qroalw7yk4913"}}],"aggregationSource":"IT之家（RSS）","originalPublisher":{"name":"IT之家","url":"https://www.ithome.com/0/997/749.htm"},"geoDeepAnswer":null,"article":{"id":"cmtkukz38069qroalw7yk4913","slug":"cmtkukz38069qroalw7yk4913","url":"https://www.aioga.com/news/cmtkukz38069qroalw7yk4913/","title":"博通称 Anthropic、OpenAI 将超越谷歌成为其 AI ASIC 业务前两大客户","title_en":"","summary":"博通 CEO 陈福阳在 FY2026Q3 财报电话会上预测，Anthropic 和 OpenAI 将超越 Google 成为博通 AI ASIC 业务前两大客户。","source":"IT之家（RSS）","sourceUrl":"https://www.ithome.com/0/997/749.htm","aiHotUrl":"https://aihot.virxact.com/items/cmtkukz38069qroalw7yk4913","publishedAt":"2026-09-03T01:04:49.000Z","category":"行业动态","score":58,"selected":false,"articleBody":["IT之家：https://www.ithome.com/ 9 月 3 日消息，Broadcom（博通）总裁兼首席执行官陈福阳 (Hock Tan) 在公司 FY2026Q3 财报电话会议上预测称，两大人工智能初创企业 Anthropic、OpenAI 将超越 Google（谷歌）成为其 AI ASIC 业务的前两大客户 。","博通 FY2026Q3 向 Anthropic 和谷歌批量交付了 TPU v7 \"Ironwood\"，并领先联发科技一步向谷歌生产交付第 8 代 TPU（博通负责推理优化的 TPU v8i，联发科技负责训练优化的 TPU v8t），也启动交付 OpenAI 定制芯片 \"Jalapeño\" 的交付。总体而言， 博通该季度 AI 半导体业务达到 167 亿美元 （IT之家注：现汇率约合 1,124.99 亿元人民币） ，同比增长 221%、环比增长 54%。","而在 FY2026Q4，博通预计将加快向 Anthropic 交付 TPU v7 \"Ironwood\"，大幅提升向谷歌交付 TPU v8i 的量产速度，启动向 Meta 交付 MTIA 系列加速器。博通预计 FY2026Q4 的 AI 收入将达到 217 亿美元 （现汇率约合 1,461.81 亿元人民币） ，同比增长 236%；FY2026 全财年累计 580 亿美元 （现汇率约合 3,907.15 亿元人民币） ，同比增长 186%。","博通与 Anthropic 计划在 2026 年部署 1GW TPU v7 \"Ironwood\"，2027 年部署 5GW TPU v8i，到 2028 年再新增 10GW 部署规模。陈福阳称 Anthropic 有望在 2027~2028 年成为博通最大 XPU 客户 。","另一方面，OpenAI 计划在 2027 年部署 1.3GW 的 \"Jalapeño\"，2028 年部署超过 5GW 的 \"Jalapeño\" 及其即将完成流片的继任者，OpenAI 第三代 XPU 的开发工作也在进行。 OpenAI 有望成为博通第二大 XPU 客户 。","此外，从现在到 2027 年底的 16 个月中，博通将向 Meta 交付 3 代 MTIA 加速器。这些产品到 2028 年底的总规模将达 3GW。","从全局来看， 博通预计 2027、2028 年的 AI 半导体收入将分别达到约 1150 亿美元和 2300 亿美元 ， 持续实现翻倍增长 。博通已确保达成上述目标所需的上游供应。","《博通 2026 财年第三财季归母净利润 130.88 亿美元，同比增长 216%：https://www.ithome.com/0/997/713.htm》"],"articleImages":[{"sourceUrl":"https://img.ithome.com/newsuploadfiles/2026/9/f8740930-6b34-4b5a-97bb-45daf53cb4f0.jpg?x-bce-process=image/format,f_auto","alt":"","afterParagraph":2,"url":"/media/articles/cmtkukz38069qroalw7yk4913/9ea42b9489f5cbbd.webp"}],"mediaStatus":"ok","articleBodyZh":["博通称 Anthropic、OpenAI 将超越谷歌成为其 AI ASIC 业务前两大客户 这条更新来自 ithome.com，发布时间为 2026-09-03，Aioga 保留原文入口以便核验。","摘要：博通 CEO 陈福阳在 FY2026Q3 财报电话会上预测，Anthropic 和 OpenAI 将超越 Google 成为博通 AI ASIC 业务前两大客户。","背景：背景分析：公司与行业类动态需要放在竞争格局、商业化路径、资本信号和监管环境中观察，单条公告不能代表最终结果。","Aioga 观察：Aioga 判断：这条动态更适合作为行业观察信号，当前信息足以建立线索，但不足以推导长期结论。","影响与后续：影响分析：对相关团队而言，短期应先核对来源、可用范围和实际成本，再判断是否值得接入或跟进。 后续观察：继续观察官方文件、合作落地、收入或用户信号、竞品动作和监管后续。"],"translationStatus":"","bodyOrigin":"source-page","editorial":{"summary":"博通管理层表示，Anthropic 与 OpenAI 预计将成为公司 AI ASIC 业务规模靠前的客户，并披露两家公司相关定制芯片及加速器的交付、部署安排。","background":"材料称，博通 FY2026Q3 已向 Anthropic 和 Google 批量交付 TPU v7，开始交付 OpenAI 定制芯片 Jalapeño；同期 AI 半导体业务收入为 167 亿美元。","viewpoint":"Aioga 判断：现有信息表明，博通已披露 Anthropic、OpenAI 相关芯片项目的交付或部署规划，但客户排名、未来部署规模及收入目标仍是管理层预测，尚不等同于已实现结果。","implications":"可能影响：若材料所述安排推进，博通 AI ASIC 业务的客户构成可能发生变化；但这些规划不代表最终交付量、客户排名或收入一定实现，需要结合后续披露核验。","nextStep":"后续观察：应关注博通后续财报及公开材料对 Anthropic、OpenAI 和 Google 相关产品交付、部署进度、客户排序与 AI 半导体收入的确认或调整。","evidenceRefs":["title","summary","articleBody","source"],"status":"published","aiGenerated":true,"autoApproved":true,"generatedBy":"aioga-editorial:gpt-5.6-sol","reviewedBy":"aioga-editorial-review:gpt-5.6-sol","generatedAt":"2026-09-03T10:25:25.469Z","sourceHash":"33d734ac28c6fb89","review":{"approved":true,"groundedness":94,"clarity":91,"duplicationRisk":12,"blockingIssues":[],"notes":["“规模靠前”相较来源标题中的“前两大客户”更为概括，未明确客户排序，但不构成事实错误。","“AI ASIC业务”与“AI半导体业务/XPU客户”等来源表述存在术语范围差异，建议后续统一口径。"]},"validation":{"passed":true,"mode":"ai-auto","revisions":1,"checks":["schema","length","source-attribution","editorial-labels","inference-boundary","low-source-overlap","no-html","independent-ai-review"]}},"tags":["行业动态","IT之家（RSS）"],"translations":{"zh-CN":{"title":"博通称 Anthropic、OpenAI 将超越谷歌成为其 AI ASIC 业务前两大客户","summary":"博通 CEO 陈福阳在 FY2026Q3 财报电话会上预测，Anthropic 和 OpenAI 将超越 Google 成为博通 AI ASIC 业务前两大客户。","category":"行业动态","source":"IT之家","aggregationSource":"IT之家（RSS）","pageTitle":"博通称 Anthropic、OpenAI 将超越谷歌成为其 AI ASIC 业务前两大客户 - Aioga AI资讯","description":"博通 CEO 陈福阳在 FY2026Q3 财报电话会上预测，Anthropic 和 OpenAI 将超越 Google 成为博通 AI ASIC 业务前两大客户。","url":"https://www.aioga.com/news/cmtkukz38069qroalw7yk4913/","articleBody":["博通称 Anthropic、OpenAI 将超越谷歌成为其 AI ASIC 业务前两大客户 这条更新来自 ithome.com，发布时间为 2026-09-03，Aioga 保留原文入口以便核验。","摘要：博通 CEO 陈福阳在 FY2026Q3 财报电话会上预测，Anthropic 和 OpenAI 将超越 Google 成为博通 AI ASIC 业务前两大客户。","背景：背景分析：公司与行业类动态需要放在竞争格局、商业化路径、资本信号和监管环境中观察，单条公告不能代表最终结果。","Aioga 观察：Aioga 判断：这条动态更适合作为行业观察信号，当前信息足以建立线索，但不足以推导长期结论。","影响与后续：影响分析：对相关团队而言，短期应先核对来源、可用范围和实际成本，再判断是否值得接入或跟进。 后续观察：继续观察官方文件、合作落地、收入或用户信号、竞品动作和监管后续。"]},"en":{"title":"Broadcom stated that Anthropic and OpenAI will surpass Google to become its top two AI ASIC customers","summary":"Broadcom CEO Chen Fuyang predicted during the FY2026Q3 earnings call that Anthropic and OpenAI will surpass Google to become Broadcom's top two AI ASIC customers.","category":"Industry","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Broadcom stated that Anthropic and OpenAI will surpass Google to become its top two AI ASIC customers - Aioga AI News","description":"Broadcom CEO Chen Fuyang predicted during the FY2026Q3 earnings call that Anthropic and OpenAI will surpass Google to become Broadcom's top two AI ASIC customers.","url":"https://www.aioga.com/en/news/cmtkukz38069qroalw7yk4913/","contentTranslated":true,"sourceHash":"d70b1e7c6d9b8594","translatedAt":"2026-09-03T02:21:28.426Z"},"ja":{"title":"Broadcomは、AnthropicとOpenAIがGoogleを抜いてAIのトップ2 ASIC顧客になると発表しました","summary":"BroadcomのCEOである陳富陽氏は、FY2026Q3年の決算電話会議で、AnthropicとOpenAIがGoogleを抜いてBroadcomのAIトップ2 ASIC顧客になると予測しました。","category":"業界動向","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Broadcomは、AnthropicとOpenAIがGoogleを抜いてAIのトップ2 ASIC顧客になると発表しました - Aioga AIニュース","description":"BroadcomのCEOである陳富陽氏は、FY2026Q3年の決算電話会議で、AnthropicとOpenAIがGoogleを抜いてBroadcomのAIトップ2 ASIC顧客になると予測しました。","url":"https://www.aioga.com/ja/news/cmtkukz38069qroalw7yk4913/","contentTranslated":true,"sourceHash":"d70b1e7c6d9b8594","translatedAt":"2026-09-03T02:21:27.825Z"},"ko":{"title":"브로드컴은 Anthropic과 OpenAI가 구글을 제치고 AI ASIC 상위 두 고객이 될 것이라고 밝혔습니다","summary":"브로드컴 CEO 첸푸양은 FY2026Q3년 실적 발표에서 Anthropic과 OpenAI가 구글을 제치고 브로드컴의 AI ASIC 상위 두 고객이 될 것이라고 예측했습니다.","category":"업계 동향","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"브로드컴은 Anthropic과 OpenAI가 구글을 제치고 AI ASIC 상위 두 고객이 될 것이라고 밝혔습니다 - Aioga AI 뉴스","description":"브로드컴 CEO 첸푸양은 FY2026Q3년 실적 발표에서 Anthropic과 OpenAI가 구글을 제치고 브로드컴의 AI ASIC 상위 두 고객이 될 것이라고 예측했습니다.","url":"https://www.aioga.com/ko/news/cmtkukz38069qroalw7yk4913/","contentTranslated":true,"sourceHash":"d70b1e7c6d9b8594","translatedAt":"2026-09-03T02:21:37.488Z"},"es":{"title":"Broadcom afirmó que Anthropic y OpenAI superarán a Google para convertirse en sus dos principales clientes de ASIC con IA","summary":"El CEO de Broadcom, Chen Fuyang, predijo durante la conferencia de resultados de FY2026Q3 que Anthropic y OpenAI superarán a Google para convertirse en los dos principales clientes de ASIC con IA de Broadcom.","category":"Industria","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Broadcom afirmó que Anthropic y OpenAI superarán a Google para convertirse en sus dos principales clientes de ASIC con IA - Aioga Noticias de IA","description":"El CEO de Broadcom, Chen Fuyang, predijo durante la conferencia de resultados de FY2026Q3 que Anthropic y OpenAI superarán a Google para convertirse en los dos principales clientes...","url":"https://www.aioga.com/es/news/cmtkukz38069qroalw7yk4913/","contentTranslated":true,"sourceHash":"d70b1e7c6d9b8594","translatedAt":"2026-09-03T02:21:37.638Z"},"fr":{"title":"Broadcom a déclaré qu’Anthropic et OpenAI dépasseraient Google pour devenir ses deux principaux clients d’ASIC IA","summary":"Le PDG de Broadcom, Chen Fuyang, a prédit lors de la conférence de résultats du FY2026Q3 qu’Anthropic et OpenAI dépasseraient Google pour devenir les deux principaux clients ASIC d’IA de Broadcom.","category":"Industrie","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Broadcom a déclaré qu’Anthropic et OpenAI dépasseraient Google pour devenir ses deux principaux clients d’ASIC IA - Aioga Actualités IA","description":"Le PDG de Broadcom, Chen Fuyang, a prédit lors de la conférence de résultats du FY2026Q3 qu’Anthropic et OpenAI dépasseraient Google pour devenir les deux principaux clients ASIC d...","url":"https://www.aioga.com/fr/news/cmtkukz38069qroalw7yk4913/","contentTranslated":true,"sourceHash":"d70b1e7c6d9b8594","translatedAt":"2026-09-03T02:21:45.785Z"},"de":{"title":"Broadcom erklärte, dass Anthropic und OpenAI Google überholen und zu den beiden größten KI-ASIC-Kunden werden","summary":"Broadcom-CEO Chen Fuyang sagte während des FY2026Q3 Earnings Call voraus, dass Anthropic und OpenAI Google überholen und zu den beiden größten KI-ASIC-Kunden von Broadcom werden werden.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Broadcom erklärte, dass Anthropic und OpenAI Google überholen und zu den beiden größten KI-ASIC-Kunden werden - Aioga KI-News","description":"Broadcom-CEO Chen Fuyang sagte während des FY2026Q3 Earnings Call voraus, dass Anthropic und OpenAI Google überholen und zu den beiden größten KI-ASIC-Kunden von Broadcom werden we...","url":"https://www.aioga.com/de/news/cmtkukz38069qroalw7yk4913/","contentTranslated":true,"sourceHash":"d70b1e7c6d9b8594","translatedAt":"2026-09-03T02:21:46.944Z"},"pt-BR":{"title":"A Broadcom afirmou que Anthropic e OpenAI superarão o Google para se tornarem seus dois maiores clientes de ASIC com IA","summary":"O CEO da Broadcom, Chen Fuyang, previu durante a teleconferência de resultados de FY2026Q3 que a Anthropic e a OpenAI superarão o Google para se tornarem os dois maiores clientes de ASIC com IA da Broadcom.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"A Broadcom afirmou que Anthropic e OpenAI superarão o Google para se tornarem seus dois maiores clientes de ASIC com IA - Aioga Notícias de IA","description":"O CEO da Broadcom, Chen Fuyang, previu durante a teleconferência de resultados de FY2026Q3 que a Anthropic e a OpenAI superarão o Google para se tornarem os dois maiores clientes d...","url":"https://www.aioga.com/pt-BR/news/cmtkukz38069qroalw7yk4913/","contentTranslated":true,"sourceHash":"d70b1e7c6d9b8594","translatedAt":"2026-09-03T02:21:55.386Z"},"ru":{"title":"Broadcom заявила, что Anthropic и OpenAI превзойдут Google и станут двумя крупнейшими клиентами AI ASIC","summary":"Генеральный директор Broadcom Чэнь Фуян предсказал во время отчёта по итогам прибыли FY2026Q3 года, что Anthropic и OpenAI превзойдут Google и станут двумя крупнейшими клиентами ASIC на базе искусственного интеллекта Broadcom.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Broadcom заявила, что Anthropic и OpenAI превзойдут Google и станут двумя крупнейшими клиентами AI ASIC - Aioga Новости ИИ","description":"Генеральный директор Broadcom Чэнь Фуян предсказал во время отчёта по итогам прибыли FY2026Q3 года, что Anthropic и OpenAI превзойдут Google и станут двумя крупнейшими клиентами AS...","url":"https://www.aioga.com/ru/news/cmtkukz38069qroalw7yk4913/","contentTranslated":true,"sourceHash":"d70b1e7c6d9b8594","translatedAt":"2026-09-03T02:21:55.771Z"},"ar":{"title":"ذكرت برودكوم أن Anthropic وOpenAI سيتجاوزان Google ليصبحا أكبر عميلين لشبكات ASIC للذكاء الاصطناعي","summary":"توقع الرئيس التنفيذي لشركة برودكوم، تشين فويانغ، خلال مكالمة الأرباح في FY2026Q3 أن تتجاوز Anthropic وOpenAI Google ليصبحا أكبر عميلين لباندكوم في مجال ASIC الذكاء الاصطناعي.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"ذكرت برودكوم أن Anthropic وOpenAI سيتجاوزان Google ليصبحا أكبر عميلين لشبكات ASIC للذكاء الاصطناعي - Aioga أخبار الذكاء الاصطناعي","description":"توقع الرئيس التنفيذي لشركة برودكوم، تشين فويانغ، خلال مكالمة الأرباح في FY2026Q3 أن تتجاوز Anthropic وOpenAI Google ليصبحا أكبر عميلين لباندكوم في مجال ASIC الذكاء الاصطناعي.","url":"https://www.aioga.com/ar/news/cmtkukz38069qroalw7yk4913/","contentTranslated":true,"sourceHash":"d70b1e7c6d9b8594","translatedAt":"2026-09-03T02:22:04.936Z"},"hi":{"title":"ब्रॉडकॉम ने कहा कि एंथ्रोपिक और ओपनएआई अपने शीर्ष दो एआई एएसआईसी ग्राहक बनने के लिए Google को पीछे छोड़ देंगे","summary":"ब्रॉडकॉम के सीईओ चेन फुयांग ने FY2026Q3 की कमाई कॉल के दौरान भविष्यवाणी की थी कि एंथ्रोपिक और ओपनएआई ब्रॉडकॉम के शीर्ष दो एआई एएसआईसी ग्राहक बनने के लिए गूगल को पीछे छोड़ देंगे।","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"ब्रॉडकॉम ने कहा कि एंथ्रोपिक और ओपनएआई अपने शीर्ष दो एआई एएसआईसी ग्राहक बनने के लिए Google को पीछे छोड़ देंगे - Aioga AI समाचार","description":"ब्रॉडकॉम के सीईओ चेन फुयांग ने FY2026Q3 की कमाई कॉल के दौरान भविष्यवाणी की थी कि एंथ्रोपिक और ओपनएआई ब्रॉडकॉम के शीर्ष दो एआई एएसआईसी ग्राहक बनने के लिए गूगल को पीछे छोड़ देंगे।","url":"https://www.aioga.com/hi/news/cmtkukz38069qroalw7yk4913/","contentTranslated":true,"sourceHash":"d70b1e7c6d9b8594","translatedAt":"2026-09-03T02:22:04.966Z"},"it":{"title":"Broadcom ha dichiarato che Anthropic e OpenAI supereranno Google diventando i suoi due principali clienti di ASIC AI","summary":"Il CEO di Broadcom, Chen Fuyang, ha previsto durante la chiamata sugli utili del FY2026Q3 che Anthropic e OpenAI supereranno Google diventando i due principali clienti di Broadcom con IA ASIC.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Broadcom ha dichiarato che Anthropic e OpenAI supereranno Google diventando i suoi due principali clienti di ASIC AI - Aioga Notizie IA","description":"Il CEO di Broadcom, Chen Fuyang, ha previsto durante la chiamata sugli utili del FY2026Q3 che Anthropic e OpenAI supereranno Google diventando i due principali clienti di Broadcom...","url":"https://www.aioga.com/it/news/cmtkukz38069qroalw7yk4913/","contentTranslated":true,"sourceHash":"d70b1e7c6d9b8594","translatedAt":"2026-09-03T02:22:13.651Z"},"nl":{"title":"Broadcom verklaarde dat Anthropic en OpenAI Google zullen inhalen en zo de twee grootste AI ASIC-klanten zullen worden","summary":"Broadcom CEO Chen Fuyang voorspelde tijdens de FY2026Q3 jaartelling dat Anthropic en OpenAI Google zullen inhalen en de twee grootste AI ASIC-klanten van Broadcom zullen worden.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Broadcom verklaarde dat Anthropic en OpenAI Google zullen inhalen en zo de twee grootste AI ASIC-klanten zullen worden - Aioga AI-nieuws","description":"Broadcom CEO Chen Fuyang voorspelde tijdens de FY2026Q3 jaartelling dat Anthropic en OpenAI Google zullen inhalen en de twee grootste AI ASIC-klanten van Broadcom zullen worden.","url":"https://www.aioga.com/nl/news/cmtkukz38069qroalw7yk4913/","contentTranslated":true,"sourceHash":"d70b1e7c6d9b8594","translatedAt":"2026-09-03T02:22:14.015Z"},"tr":{"title":"Broadcom, Anthropic ve OpenAI'nin Google'ı geride bırakarak en büyük iki AI ASIC müşterisi olacağını belirtti","summary":"Broadcom CEO'su Chen Fuyang, FY2026Q3 kazanç çağrısında Anthropic ve OpenAI'nin Google'ı geçerek Broadcom'un en büyük iki AI ASIC müşterisi olacağını öngördü.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Broadcom, Anthropic ve OpenAI'nin Google'ı geride bırakarak en büyük iki AI ASIC müşterisi olacağını belirtti - Aioga AI Haberleri","description":"Broadcom CEO'su Chen Fuyang, FY2026Q3 kazanç çağrısında Anthropic ve OpenAI'nin Google'ı geçerek Broadcom'un en büyük iki AI ASIC müşterisi olacağını öngördü.","url":"https://www.aioga.com/tr/news/cmtkukz38069qroalw7yk4913/","contentTranslated":true,"sourceHash":"d70b1e7c6d9b8594","translatedAt":"2026-09-03T02:22:23.176Z"},"vi":{"title":"Broadcom cho biết Anthropic và OpenAI sẽ vượt qua Google để trở thành hai khách hàng AI ASIC hàng đầu của Google","summary":"Giám đốc điều hành Broadcom, ông Chen Fuyang, đã dự đoán trong cuộc họp báo cáo kết quả kinh doanh FY2026Q3 rằng Anthropic và OpenAI sẽ vượt qua Google để trở thành hai khách hàng AI ASIC hàng đầu của Broadcom.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Broadcom cho biết Anthropic và OpenAI sẽ vượt qua Google để trở thành hai khách hàng AI ASIC hàng đầu của Google - Tin tức AI Aioga","description":"Giám đốc điều hành Broadcom, ông Chen Fuyang, đã dự đoán trong cuộc họp báo cáo kết quả kinh doanh FY2026Q3 rằng Anthropic và OpenAI sẽ vượt qua Google để trở thành hai khách hàng...","url":"https://www.aioga.com/vi/news/cmtkukz38069qroalw7yk4913/","contentTranslated":true,"sourceHash":"d70b1e7c6d9b8594","translatedAt":"2026-09-03T02:22:22.903Z"},"id":{"title":"Broadcom menyatakan bahwa Anthropic dan OpenAI akan melampaui Google untuk menjadi dua pelanggan ASIC AI teratas mereka","summary":"CEO Broadcom, Chen Fuyang, memprediksi selama panggilan pendapatan FY2026Q3 bahwa Anthropic dan OpenAI akan melampaui Google untuk menjadi dua pelanggan ASIC AI teratas Broadcom.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Broadcom menyatakan bahwa Anthropic dan OpenAI akan melampaui Google untuk menjadi dua pelanggan ASIC AI teratas mereka - Berita AI Aioga","description":"CEO Broadcom, Chen Fuyang, memprediksi selama panggilan pendapatan FY2026Q3 bahwa Anthropic dan OpenAI akan melampaui Google untuk menjadi dua pelanggan ASIC AI teratas Broadcom.","url":"https://www.aioga.com/id/news/cmtkukz38069qroalw7yk4913/","contentTranslated":true,"sourceHash":"d70b1e7c6d9b8594","translatedAt":"2026-09-03T02:22:32.344Z"},"th":{"title":"Broadcom ระบุว่า Anthropic และ OpenAI จะก้าวหน้า Google ขึ้นเป็นลูกค้า AI ASIC อันดับหนึ่งสองอันดับแรกของบริษัท","summary":"Chen Fuyang ซีอีโอของ Broadcom คาดการณ์ระหว่างการแถลงผลประกอบการ FY2026Q3 ว่า Anthropic และ OpenAI จะแซงหน้า Google ขึ้นเป็นลูกค้า AI ASIC อันดับสองอันดับแรกของ Broadcom","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Broadcom ระบุว่า Anthropic และ OpenAI จะก้าวหน้า Google ขึ้นเป็นลูกค้า AI ASIC อันดับหนึ่งสองอันดับแรกของบริษัท - ข่าว AI Aioga","description":"Chen Fuyang ซีอีโอของ Broadcom คาดการณ์ระหว่างการแถลงผลประกอบการ FY2026Q3 ว่า Anthropic และ OpenAI จะแซงหน้า Google ขึ้นเป็นลูกค้า AI ASIC อันดับสองอันดับแรกของ Broadcom","url":"https://www.aioga.com/th/news/cmtkukz38069qroalw7yk4913/","contentTranslated":true,"sourceHash":"d70b1e7c6d9b8594","translatedAt":"2026-09-03T02:22:31.889Z"},"pl":{"title":"Broadcom stwierdził, że Anthropic i OpenAI wyprzedzą Google, stając się dwoma największymi klientami AI ASIC","summary":"Chen Fuyang, CEO Broadcom, przewidział podczas konferencji z FY2026Q3 roku, że Anthropic i OpenAI wyprzedzą Google, stając się dwoma największymi klientami AI ASIC dla Broadcom.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Broadcom stwierdził, że Anthropic i OpenAI wyprzedzą Google, stając się dwoma największymi klientami AI ASIC - Aioga Wiadomości AI","description":"Chen Fuyang, CEO Broadcom, przewidział podczas konferencji z FY2026Q3 roku, że Anthropic i OpenAI wyprzedzą Google, stając się dwoma największymi klientami AI ASIC dla Broadcom.","url":"https://www.aioga.com/pl/news/cmtkukz38069qroalw7yk4913/","contentTranslated":true,"sourceHash":"d70b1e7c6d9b8594","translatedAt":"2026-09-03T02:22:41.420Z"}},"evidenceTier":"verified-news","reviewStatus":"automated-ingest","indexable":true,"editorialCover":""}}