Broadcom CEO Hock Tan speaks at the digital X event in Cologne, Germany, on September 13, 2022.
Ying Tang | Nurphoto | Getty Images
Broadcom said Monday that it’s agreed to produce future versions of artificial intelligence chips for Google, and the chipmaker signed an expanded deal with Anthropic that will give the AI startup access to about 3.5 gigawatts worth of computing capacity drawing on Google’s AI processors.
Shares of Broadcom rose 3% in extended trading. Google parent Alphabet’s shares were unchanged.
The disclosure in a securities filing underscores the surging demand for infrastructure that can run generative AI models. Anthropic’s popularity has soared this year, with its Claude app becoming the top free U.S. app listed in Apple’s App Store in February after a dispute between the company and the Pentagon became public.
On an earnings call last month, Broadcom CEO Tan said that “for Anthropic, we are off to a very good start in 2026 for one gigawatt of TPU compute. And for 2027, this demand is expected to surge in excess of three gigawatts of compute.”
In a note following the earnings call, analysts at Mizuho led by Vijay Rakesh estimated that Broadcom would pick up $21 billion in AI revenue from Anthropic in 2026 and $42 billion in 2027. Monday’s filing did not contain a dollar amount.
At the same time, Broadcom is collaborating with Anthropic rival OpenAI on custom silicon for AI. Today, both model builders rely heavily on graphics processing units from Nvidia through cloud providers such as Amazon, Google and Microsoft. OpenAI has also committed to drawing on six gigawatts of AMD’s GPUs, with the first gigawatt set to come in the second half of this year.
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