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Broadcom signs long-term agreements with Google to supply custom TPUs and networking components through 2031, expands collaboration with Anthropic for 3.5 GW of compute capacity starting in 2027
AVGOBroadcom Inc.
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.