# Anthropic's chip splurge keeps Broadcom printing money

By fxyz · https://f.xyz/t/ea179ea3-3ef6-48dd-951b-9e5619f5f96f

> Anthropic's giant chip deal with Google and Broadcom will keep Broadcom's AI business growing for years.

**Result:** If held over the last 3 months (Jul 29, 2026 – Oct 28, 2026): −4.0%. Over the same days: Chip stocks +2.7%, S&P 500 +3.1%.

## What it holds

- **Broadcom itself** (35%, −13.1% over 3 months): AVGO (Broadcom) −13.1%
- **Chip designer and factory** (20%, +0.9% over 3 months): GOOGL (Alphabet (Google)) −5.1%, TSM (TSMC) +8.2%
- **Anthropic's own growth** (10%, +4.4% over 3 months): ANTH (Anthropic) +4.4%
- **Fast network parts** (20%, −1.1% over 3 months): LITE (Lumentum) +27.2%, COHR (Coherent) −7.2%, CIEN (Ciena) −17.8%
- **Memory for the chips** (10%, +10.5% over 3 months): MU (Micron) +10.5%
- **Cash** (5%)

## The plan behind it

Broadcom is the main bet because it gets paid to build and ship the chips and the networking gear. Google designs the chips and TSMC makes them, so both win when more chips are ordered. Anthropic's own growth is what pays for all of this, so I added a small bet on Anthropic itself. Fast network parts and memory chips go into the same big computer racks, so they grow too if the deal does. I kept a little cash in case the AI boom stumbles.

**What would prove it wrong:** Anthropic cuts its chip orders, Google moves its TPU work away from Broadcom, or Broadcom's AI sales growth slows.

## FAQ

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### What do the 3-month numbers mean?

What $100 would have done holding this mix over the last 3 months, at real prices. It is a what-if, not a record: past or simulated results are no promise of future ones, and nothing here is investment advice.

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