Broadcom agrees to expanded chip deals with Google, Anthropic

Broadcom agrees to expanded chip deals with Google, Anthropic

By Jordan Novet
Publication Date: 2026-04-06 21:41:00

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…