Broadcom secures multi-year AI chip deals with Google and Anthropic through 2031

Filed April 6, 2026 · Period ending April 6, 2026 · ~1 min read

Key Changes

• high

  Broadcom will develop and supply custom Tensor Processing Units (TPUs) for Google's future AI chip generations and provide networking components for Google's next-gen AI racks through 2031, securing a multi-year revenue stream from Google's AI infrastructure buildout.

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• high

  Anthropic will access approximately 3.5 gigawatts of TPU-based AI compute capacity through Broadcom starting in 2027, representing a massive expansion of their strategic collaboration and positioning Broadcom as a key infrastructure provider for leading AI companies.

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• medium

  Anthropic's consumption of the committed 3.5 GW capacity is explicitly contingent on its continued commercial success, introducing execution risk to the revenue potential from this agreement as the AI market remains highly competitive.

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