US EditionBroadcom signs long-term deal to develop Google’s custom AI chips
Anthropic said the deal gives it multiple gigawatts of TPU capacity as demand for its Claude models and AI infrastructure spending rises.
- On Monday, Broadcom signed a long-term agreement with Google to design and supply custom tensor processing units and networking components for Google's next-generation AI data racks through 2031.
- Demand for custom chips such as Google TPUs has surged in recent years as businesses seek alternatives to Nvidia's pricey graphics processors, with TPU sales becoming crucial to Google's cloud revenue growth.
- Beginning in 2027, Anthropic will access roughly 3.5 gigawatts of next-generation TPU-based compute capacity via Broadcom, forming part of the startup's broader multi-gigawatt expansion plan.
- Anthropic reports annualized run-rate revenue surpassed $30 billion, up from approximately $9 billion at year-end 2025, with more than 1,000 business customers now spending over $1 million annually.
- Most new compute capacity will be sited in the United States, expanding Anthropic's November 2025 commitment to invest $50 billion in strengthening American computing infrastructure as companies recruit additional operational partners.
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25 Articles
Broadcom Inks Major AI Chip Deals With Google and Anthropic
Key PointsBroadcom announced the expansion of its existing relationships with two of the biggest names in AI.The chipmaker will continue designing and developing Google's AI-centric chips and supply other data center hardware.Anthropic is increasing its commitment to using Google's TPUs to power its frontier AI models. 10 stocks we like better than Broadcom › The rise of artificial intelligence (AI) has sparked a data center boom needed to suppo…
Anthropic Revenue Surges to USD 30 Billion; Secures Major TPU Deal with Google and Broadcom
Get latest articles and stories on Business at LatestLY. Anthropic's run-rate revenue surpassed the USD 30 billion threshold, marking a substantial increase from the approximately USD 9 billion reported at the close of 2025, according to the company. Business News | Anthropic Revenue Surges to USD 30 Billion; Secures Major TPU Deal with Google and Broadcom.
Bitcoin miners face a new rival for cheap power as Anthropic signs multi-gigawatt compute deal
The AI company's partnership with Google and Broadcom for next-generation TPU capacity starting in 2027 adds to a wave of demand reshaping the economics of every industry that competes for cheap electricity, including bitcoin mining.
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