Broadcom matches NVIDIA on Samsung memory chip pricing
Broadcom is now buying memory chips from Samsung at the same price as NVIDIA, erasing NVIDIA’s discount advantage from higher-order volumes. This comes as Broadcom’s procurement for AI clients, especially Anthropic, has spiked—Anthropic alone could be Broadcom’s largest chip customer by 2027. The price match signals a major shift in bargaining power for AI hardware supply chains.
- Broadcom secures Samsung memory chips at NVIDIA's pricing
- NVIDIA previously benefited from bigger volume discounts
- Broadcom's volume gains come from rapid AI chip demand
- Anthropic could be Broadcom's largest customer by 2027
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