By Joey Frenette
Publication Date: 2026-04-17 15:46:00
Broadcom is providing 3.5 gigawatts of compute infrastructure for Anthropic’s Claude models in a three-way collaboration with Google’s TPUs.
Tech giants are investing heavily in custom silicon and in-housing AI chip designs to gain independence from Nvidia as inference demand accelerates and the need for efficient, dedicated compute scales.
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Shares of Broadcom (NASDAQ:AVGO) have been spiking alongside the rest of the market in recent weeks, and with new highs and a breakout in sight, questions linger as to whether it’s time to get back into the custom silicon titan, as the benefits of in-housing AI chip designs become clearer with time. Undoubtedly, there’s an inference boom on the horizon and, with that, the potential for significant efficiency gains.
With Broadcom recently inking new supply deals with Google, whose parent company is Alphabet (NASDAQ:GOOG), and…
