I think it’s also important to add the context that Broadcom’s CEO, Hock Tan, went on CNBC in October and had a vacuous conversation with Jim Cramer about their OpenAI “deal” at the time [0]. Nothing of substance was said, it was just endless loops about the opportunity of AI. It is now 6 months later and there has been nary a peep from Broadcom about any updates.

I think Anthropic is a more grounded company than OpenAI because Sam Altman is insane, but it is still playing the same game.

[0] https://www.youtube.com/watch?v=pU2HhJ3jCts