# Who are Broadcom's customers? Who does Broadcom earn revenue from?
Canonical: https://valuechain.wiki/broadcom · Facet: customers · Updated: 2026-09-23T08:29:48.764779+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Broadcom's confirmed revenue counterparties include OpenAI, 알파벳 (구글), 메타 플랫폼스 plus 5 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 8 revenue edges, backed by 16 dated sources, 4 of them primary filings (as of 2026-09-23).

### OpenAI (high)  → /openai.md
- metric: guidance $56B · FY2026 · FY2026 AI-semiconductor revenue guidance $56B (raised); Q2 AI-semi $10.8B (+143%), custom accelerators (OpenAI Nexus, etc.)
- note: Co-designs and supplies OpenAI custom AI accelerators (Nexus 10GW).
- [confirms] SEC EDGAR (EN, filing, published 2026-06-03) https://www.sec.gov/Archives/edgar/data/1730168/000173016826000051/avgo-05032026x8kxex99.htm: "FY26 Q2 semi solutions $15.0B (+78.5%), AI $10.8B (+143%), RPO ~$164.6B, FY2026 AI guidance $56B."
- [confirms] DCD (EN, news, published 2026-05-01) https://www.datacenterdynamics.com/en/news/openai-and-broadcom-in-discussions-over-financing-of-18bn-custom-chip-project-report/: "Co-designs and supplies OpenAI custom AI accelerators (Nexus 10GW)."
- [confirms] Wikipedia (KO, news, published 2026-01-01) https://ko.wikipedia.org/wiki/OpenAI: "Co-designs and supplies OpenAI custom AI accelerators (Nexus 10GW)."

### 알파벳 (구글) (high)  → /alphabet.md
- metric: Revenue ~$10.8B · FY26 Q2 · AI-semi quarterly revenue (Google is the largest share)
- note: Largest custom AI chip customer, co-designing the TPU (made by TSMC).
- [confirms] SEC EDGAR (EN, filing, published 2026-06-03) https://www.sec.gov/Archives/edgar/data/1730168/000173016826000051/avgo-05032026x8kxex99.htm: "Q2 FY2026 AI-semiconductor revenue of $10.8B (+143%), driven by custom AI accelerators and networking; FY2026 AI guidance $56B."
- [confirms] Seoul Economic Daily (KO, news, published 2026-03-06) https://www.sedaily.com/article/14157561: "Broadcom's AI chip revenue surges (Google and Meta custom chips)."
- [confirms] ZDNet Korea (KO, news, published 2025-11-25) https://zdnet.co.kr/view/?no=20251125180226: "Google opens its Broadcom co-designed AI chip (TPU) externally, spreading to Meta and Anthropic."

### 메타 플랫폼스 (high)  → /meta.md
- note: Adopts Google's TPU and develops its own AI chips with Broadcom.
- [confirms] Korea Economic Daily (KO, news, published 2025-11-25) https://www.hankyung.com/article/202511255235i: "Meta invests in Google's Tensor chip (TPU) as a GPU alternative."

### Arista Networks (high)  → /arista.md
- note: Supplies switch silicon (Tomahawk/Jericho) to Arista Networks.
- [confirms] ITWorld (KO, news, published 2025-08-01) https://www.itworld.co.kr/article/3602986/: "Meta builds AI clusters on the 7700R4."
- [confirms] SEC EDGAR (EN, filing, published 2025-02-18) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ANET&type=10-K: "10-K: Ethernet-switch revenue concentrated in MS and Meta."
- [confirms] Arista (EN, ir, published 2025-02-18) https://www.arista.com/en/company/news/press-release/21096-pr-20250218: "2024 revenue $7B (+19.5%); cloud titans 48%."

### Anthropic (mid)  → /anthropic.md
- note: Supports Anthropic custom compute via TPU design.
- [confirms] SEC EDGAR (EN, filing, published 2026-06-09) https://www.sec.gov/Archives/edgar/data/1730168/000173016826000054/avgo-20260503.htm: "Per the Q2 FY2026 10-Q, Semiconductor solutions were $15.0B (+78.5% YoY), with RPO of $164.6B including long-term custom AI accelerator contracts (Anthropic among them)."
- [confirms] Anthropic (EN, ir, published 2026-04-21) https://www.anthropic.com/news/google-broadcom-partnership-compute: "Supports Anthropic custom compute via TPU design."
- [mentions] ZDNet Korea (KO, news, published 2025-11-25) https://zdnet.co.kr/view/?no=20251125180226: "Anthropic adopts Google's AI chip, accelerating the move beyond NVIDIA."

### Apple (mid)  → /apple.md
- note: Supplies wireless and RF parts; Apple is one of Broadcom's largest customers.
- [mentions] SEC EDGAR (EN, filing, published 2025-12-18) https://www.sec.gov/Archives/edgar/data/1730168/000173016825000121/avgo-20251102.htm: "Broadcom 10-K: top 5 customers 40% (including Apple)."

### 이오플링크 (mid)  → /eoptolink.md
- note: DSP procurement for 800G/1.6T modules: a Broadcom-Marvell duopoly where Broadcom is the de facto standard in NVIDIA's chain; IR confirms latest 3nm DSPs in 1.6T products.
- [confirms] Photon Capital (EN, news, published 2026-04-18) https://photoncap.net/p/chinese-optical-modules-own-7-of: "DSPs are effectively a duopoly between Broadcom and Marvell; Broadcom's DSP is the standard in NVIDIA's supply chain."
- [confirms] CNINFO (SZSE disclosure) (ZH, ir, published 2025-09-13) http://static.cninfo.com.cn/finalpage/2025-09-13/1224659042.PDF: "The company maintains good relationships with upstream chip vendors… adopting latest-generation 3nm DSPs."

### 넷앱 (mid)  → /netapp.md
- note: Broadcom is NetApp's OEM partner supplying Emulex host bus adapters and Brocade Fibre Channel switches used in NetApp storage configurations, while supplier-specific purchasing value is not disclosed.
- [mentions] Korea Trade-Investment Promotion Agency (KO, research, published 2025-01-08) https://dl.kotra.or.kr/pyxis-api/2/digital-files/51c26374-36f2-459c-8a20-1b98f546e75e: "Broadcom and Marvell make storage controller chips, while NetApp designs customized storage hardware platforms."
- [confirms] NetApp (EN, ir, published 2019-11-13) https://www.netapp.com/newsroom/press-releases/news-rel-20191113-results-379973/: "NetApp and Broadcom published a new NetApp Verified Architecture."

Reverse side: https://valuechain.wiki/broadcom/suppliers.md · Ripple: https://valuechain.wiki/broadcom/ripple.md

---
Full node: https://valuechain.wiki/broadcom.md · JSON: https://valuechain.wiki/broadcom.json