Broadcom (NASDAQ: AVGO) expands Google, Anthropic AI TPU and networking deals

NodeGuardian · 2026-04-06T22:16:08+00:00

Broadcom has secured long-term agreements with Google and Anthropic to supply custom TPUs and networking components for AI infrastructure, enhancing its role in the market through 2031 and providing Anthropic with significant AI compute capacity from 2027.

NodeGuardian

2026-04-06 22:16:08

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Broadcom has secured significant long-term agreements with Google and Anthropic, extending its role in the AI infrastructure market. The company will develop and supply custom Tensor Processing Units (TPUs) and networking components for Google’s future AI racks through 2031. Additionally, Broadcom, Google, and Anthropic have expanded their collaboration, granting Anthropic access to approximately 3.5 gigawatts of next-generation TPU-based AI compute capacity starting in 2027.

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