Broadcom to build future Google TPUs, expands Anthropic deal to about 3.5 GW of compute

The filing and the basics

It has been reported that Broadcom agreed to produce future versions of Google's tensor processing units (TPUs) and has expanded its deal with Anthropic to give the startup access to roughly 3.5 gigawatts of computing capacity drawing on Google’s AI processors. The disclosure came in a securities filing and follows comments from Broadcom CEO Hock Tan, who said the company had already provided about 1 gigawatt of TPU compute to Anthropic and expects demand to surge beyond 3 gigawatts next year. Shares of Broadcom ticked up about 3% in extended trading after the news.

Money, forecasts and partners

Analysts are doing the math. In a note after Broadcom’s earnings call, Mizuho estimated — reasonably boldly — that Broadcom could pick up $21 billion in AI revenue from Anthropic in 2026 and $42 billion in 2027. The filing itself did not disclose dollar amounts. Broadcom also continues to collaborate with OpenAI on custom silicon, even as model builders remain heavily reliant on Nvidia GPUs provided through cloud partners and OpenAI separately commits to six gigawatts of AMD GPU capacity.

Why it matters

This is a reminder: the arms race for raw compute is on. Who controls the chips and the capacity matters as much as who builds the models. Anthropic’s rise — its Claude app briefly topping Apple’s App Store after the company’s Pentagon dispute — shows how quickly demand can spike. Want to know where AI dollars will flow next? Follow the watts.

Sources: cnbc.com