Broadcom partnered with investment firms Apollo and Blackstone to create the AI XPV Platform, a $35 billion（約5.6兆円） initiative launched on June 9 to accelerate AI infrastructure deployments globally. The platform will deploy Broadcom's chips and networking solutions for leading AI labs including Anthropic and OpenAI, with Anthropic's more than 1 gigawatt compute expansion expected to begin in mid-2026. This investment reflects confidence in Broadcom's infrastructure strategy as major institutions commit capital to support the scaling of AI compute.
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Broadcom, Apollo, and Blackstone launched the AI XPV Platform on June 9 with an initial tranche of $35 billion（約5.6兆円） to deploy Broadcom's networking solutions and custom chips for leading AI labs including Anthropic and OpenAI. The platform aims to facilitate Anthropic's capacity expansion of more than 1 gigawatt of compute infrastructure, expected to be deployed starting in mid-2026.
Why it matters
The partnership reflects major institutional backing for Broadcom's infrastructure strategy as hyperscalers (large cloud providers) and AI companies scale their compute capacity. JPMorgan maintained an Overweight rating on Broadcom in June, affirming the company remains on track to ramp its next-generation TPU v9 2nm chip in 2028.
What to watch
The deployment timeline is mid-2026 onwards, and the platform will customize Broadcom's chips and networking solutions specifically for frontier AI labs' infrastructure needs.
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