Filing: Broadcom agrees to produce future versions of Google's TPUs and expands its Anthropic deal to give the startup access to ~3.5 GW of computing capacity (Jordan Novet/CNBC)
Why it matters: Broadcom will manufacture Google's next-gen AI chips, while Anthropic gains 3.5 GW of computing power to scale its AI models.
- Broadcom agrees to produce future versions of Google's custom AI chips, known as TPUs (CNBC).
- Broadcom expands its deal with Anthropic, providing the AI startup with access to approximately 3.5 GW of computing capacity (CNBC).
- Anthropic confirms this agreement with Google and Broadcom for multiple GWs of TPU capacity (TechMeme).
- Anthropic announces its run-rate revenue has crossed $30 billion, a substantial increase from ~$9 billion at the end of 2025 (TechMeme).
Broadcom has significantly deepened its ties with Google and AI startup Anthropic, agreeing to produce future versions of Google's custom AI chips (TPUs) while also expanding its deal with Anthropic to provide the startup with approximately 3.5 GW of computing capacity. This move solidifies Broadcom's role in the AI hardware ecosystem and fuels Anthropic's rapid growth, which now boasts a run-rate revenue exceeding $30 billion.
