Broadcom agrees to expanded chip deals with Google, Anthropic

broadcom It said Monday that an agreement had been reached to produce future versions of its artificial intelligence chips. Googleand the chipmaker signed an expanded deal with Anthropic that will give the AI ​​startup access to approximately 3.5 gigawatts worth of computing capacity leveraging Google’s AI processors.

Shares of Broadcom rose 3% in extended trading. Shares of Google’s parent company Alphabet were unchanged.

Description one securities filing It underscores the growing demand for infrastructure that can run productive AI models. Anthropic’s popularity has skyrocketed this year, making its Claude app the top free US app on the list. Apple’s It was made public on the App Store in February, following a dispute between the company and the Pentagon.

“For Anthropic, we’re off to a very good start into 2026 for one gigawatt of TPU computing. And for 2027, that demand is expected to grow to over three gigawatts,” Broadcom CEO Tan said in an earnings call last month.

Analysts at Mizuho, ​​led by Vijay Rakesh, predicted in a note published after the earnings release that Broadcom would make $21 billion from Anthropic in 2026 and $42 billion in 2027. Monday’s filing did not include 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. Nvidia through cloud providers such as AmazonGoogle and Microsoft. OpenAI also committed to harnessing six gigawatts of energy AMDs GPUs, the first gigawatts are expected to arrive in the second half of this year.

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