By Anwesha Pattanaik
Publication Date: 2026-04-07 08:48:00
Broadcom has agreed to develop and supply future generations of Google’s tensor processing units (TPUs) and expanded its deal with Anthropic, which will give the AI company access from 2027 to around 3.5GW of computing capacity based on Google’s AI processors, according to a securities filing on Monday (6 April).
The filing also mentioned that Broadcom and Google signed a supply assurance agreement under which Broadcom will provide networking and other components for Google’s next-generation AI racks through to 2031.
Broadcom shares rose 3% in extended trading after the disclosure.
Under the expanded collaboration, Anthropic will access the capacity through Broadcom as part of the multiple gigawatts of next-generation TPU-based computing power it has committed to use.
The filing said Anthropic’s use of the expanded capacity depends on its continued commercial performance.
The companies are also discussing the deployment with some operational and financial…
