By Keithen Drury
Publication Date: 2026-04-14 05:52:00
Alphabet (GOOG +1.10%) (GOOGL +1.31%) and Broadcom (AVGO +2.23%) announced some monstrous news the other day. Anthropic, the makers of one of the leading generative artificial intelligence (AI) models, Claude, announced that starting in 2027, it will be deploying next-generation Tensor Processing Units (TPUs).
TPUs are custom AI chips designed by Broadcom and Alphabet, so seeing these two expand their partnership with Anthropic is a huge deal, especially with the success of some of Anthropic’s models.
However, it leaves a huge question mark regarding the world’s largest company: Nvidia (NVDA +0.36%). Nvidia was commonly seen as the best option for training AI models, as its GPUs and the ecosystem around them have no rivals. With Anthropic deploying TPUs, did Alphabet and Broadcom just say checkmate to Nvidia by beating it at its own game? Let’s take a look.
Image source: Getty Images.
Broadcom recently predicted huge custom AI chip growth
Broadcom is the rising star in the AI computing realm. It’s taking a unique approach to the field by offering AI chips designed to customer specifications. Alphabet and Broadcom’s TPU is the best example of this collaboration, and there are several other AI hyperscalers that are set to have a Broadcom-designed custom chip launch in the next few years.
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