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Developer — Archive · Vol 337 Issue 2

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The Next Platform, Tuesday, April 7th, 2026

Broadcom And Google Benefit Mightily From Anthropic's Meteoric Growth

Vol 337 · Issue 2 · 2026-04-07

For so many years, the hyperscalers and cloud builders have dominated IT spending and much of the talk about system architecture. But the AI model builders, particularly Anthropic and OpenAI, are now their peers when it comes to massive infrastructure investments, and what they do - and do not do - also shapes the AI landscape.

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Broadcom And Google Benefit Mightily From Anthropic's Meteoric Growth