Broadcom Beats Q3 Estimates but Guides Q4 Revenue Below Consensus

Broadcom crushed Q3 numbers but guided Q4 revenue a bit light versus consensus. The modest miss sent shares down after hours. Anthropic is slated for 1 GW in 2026, 5 GW in 2027, and 10 GW more in 2028—on track to become Broadcom’s top custom-chip buyer.