In September 2025, Broadcom CEO Hock Tan announced that a fourth large customer had put in orders for $10 billion in custom artificial intelligence chips (XPUs). While analysts initially speculated it was OpenAI, Broadcom's semiconductor president Charlie Kawwas confirmed on October 13, 2025 that OpenAI is NOT the mystery customer. Industry speculation now points to potential candidates including Apple, xAI (Elon Musk's AI company), Oracle, or additional orders from ByteDance. Apple has already partnered with Broadcom to develop its first AI server chip, code-named Baltra.

Resolution: Market resolves when Broadcom or the customer officially confirms the identity, or when multiple credible industry sources reach consensus.