Anthropic's compute demand boosts ASIC prospects, favoring Broadcom over MediaTek

Anthropic disclosed its compute partnerships with Google, AWS, Microsoft and AMD in its IPO filing. Surging demand for custom AI silicon is seen favoring Broadcom over MediaTek for ASIC work.

• Anthropic detailed compute deals with Google, AWS, Microsoft and AMD in its S-1
• Rising compute demand is seen boosting Broadcom's ASIC prospects
• MediaTek is reportedly losing ground in the race for these orders