Broadcom has entered into long-term agreements with Google to supply custom Tensor Processing Units (TPUs) and networking components for AI infrastructure through 2031. Additionally, the company expanded a strategic collaboration with Google and Anthropic, which will provide Anthropic with approximately 3.5 gigawatts of TPU-based AI compute capacity starting in 2027. These developments provide significant long-term revenue visibility and cement Broadcom's leadership position within the rapidly expanding AI hardware ecosystem.
