During Broadcom's earnings call for the third quarter of fiscal year 2025, its President and CEO, Hock Tan, disclosed that a new, unidentified client had placed an AI chip production order with Broadcom worth over $10 billion. This revelation immediately sparked widespread speculation, with many pointing the finger at OpenAI as the likely customer. However, following the official announcement of a collaboration between Broadcom and OpenAI, the President of Broadcom's Semiconductor Solutions Group clarified that the partnership with OpenAI had not yet progressed to the stage of signing formal orders. This statement strongly suggests that the colossal $10 billion-plus order originated from a different, newly acquired customer rather than OpenAI. Prior to this clarification, Taiwanese media outlets had floated names like Apple and xAI as potential candidates for this mysterious buyer.