博通获Anthropic超200亿美元AI芯片订单

爱集微2025-12-13

在本周四举行的第四季度财报电话会议上，博通（Broadcom）首席执行官Hock Tan透露，此前引发市场猜测的百亿美元“神秘客户”正是人工智能实验室Anthropic。该公司向博通订购了基于谷歌最新张量处理单元（TPU）Ironwood的服务器整机柜。Tan表示：“我们收到了来自Anthropic的价值100亿美元的订单，用于提供最新的TPU Ironwood机柜。”他补充称，在该季度内，...

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Anthropic","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AVGO":1.5,"GOOGL":0.9,"GOOG":0.9},"content_text":"在本周四举行的第四季度财报电话会议上，博通（Broadcom）首席执行官Hock Tan透露，此前引发市场猜测的百亿美元“神秘客户”正是人工智能实验室Anthropic。该公司向博通订购了基于谷歌最新张量处理单元（TPU）Ironwood的服务器整机柜。Tan表示：“我们收到了来自Anthropic的价值100亿美元的订单，用于提供最新的TPU Ironwood机柜。”他补充称，在该季度内，Anthropic又追加了110亿美元的订单。博通通常不公开大客户身份，但Tan在9月财报会上提及的百亿美元订单在AI基础设施热潮中引起了投资者高度关注。公司曾在10月向CNBC澄清，该客户并非同样向其采购芯片的OpenAI。博通主营定制化专用集成电路（ASIC），其设计的AI芯片被统称为XPU。部分行业专家认为，针对特定AI算法，此类定制芯片可能比英伟达的主流GPU更具能效优势。博通是谷歌TPU的制造合作伙伴，谷歌上月曾宣布其最先进的Gemini 3模型完全使用自研TPU完成训练。Tan在电话会上指出，博通向Anthropic交付的是完整的服务器机柜而不仅是芯片。该公司目前已有四位XPU客户，并在第四季度获得了第五位客户——该客户已下达10亿美元订单，但身份仍未公开。Anthropic与谷歌达成深度云合作今年10月下旬，Anthropic与谷歌宣布达成一项价值数百亿美元的全面云合作协议，凸显AI基础设施竞赛的激烈程度。根据协议，Anthropic可获得多达100万个谷歌TPU的使用权，预计将在2026年新增超过1吉瓦的AI算力容量。Anthropic采用“多云多芯”策略，将其工作负载分布在谷歌TPU、亚马逊定制Trainium芯片及英伟达GPU上，根据训练、推理或研究需求灵活选择最合适的平台。对谷歌而言，Anthropic大规模采用TPU正是市场期待的确信信号。随着电力约束（而非芯片供应）逐渐成为AI发展的关键瓶颈，谷歌高度定制化、高能效的ASIC设计，正被分析师视为最具潜力的英伟达替代方案，并可能成为其云业务增长的重要动力。谷歌云首席执行官Thomas 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