Broadcom Reportedly Matches Nvidia's Memory Prices at Samsung

Broadcom is now able to buy memory chips from Samsung at prices comparable to Nvidia's, ending Nvidia's volume-discount advantage, per a WK Substack report. Reuters separately reports Broadcom agreed to lend Anthropic up to $42 billion for AI infrastructure.

• Broadcom procures Samsung memory at prices on par with Nvidia
• Nvidia previously enjoyed lower prices via higher order volumes
• Broadcom to lend Anthropic up to $42 billion for AI infrastructure
• Anthropic to deploy 5 GW of TPUs in 2027 and 10 GW in 2028