Broadcom Just Named Its Next Customer to Pass Google: Anthropic. Here's Why That Matters More Than the Earnings Beat.

Key Points Broadcom beat sales and earnings expectations for fiscal Q3, but the stock still fell. Broadcom management said that Anthropic is set to become its largest XPU purchaser, surpassing Alphabet's Google division. Wins with leading AI companies including Anthropic and OpenAI aren't coming at the expense of contracts with Google. 10 stocks we like better than Broadcom › After the market closed on Sept. 2, Broadcom (NASDAQ: AVGO) published results for the third quarter of its 2026 fiscal year, which ended May 2. The company reported non-GAAP (adjusted and not in accord with generally accepted accounting principles) earnings per share (EPS) of $3.32 on revenue of $29.