From Broadcom's perspective on ASIC chip trends: Google will pay $50 billion next year, and OpenAI will pay $20 billion?

Broadcom expects its revenue from Google to double in 2026 compared to 2025, with potential further growth in 2027. Revenue related to Meta is expected to increase significantly in 2027. ByteDance's ASIC shipments are small in early 2026, but are expected to enter mass production by the end of the year. Anthropic's revenue will be close to Google's in 2026, but will decline in 2027. xAI's ASIC is expected to take off in 2027. OpenAI's ASIC chips are expected to enter mass production by the end of 2026 and be deployed on a large scale in 2027. Broadcom has received significant orders from AWS and Microsoft, with a substantial revenue increase expected in 2027