Did Anthropic, Alphabet, and Broadcom Just Say Checkmate to Nvidia?

Did Anthropic, Alphabet, and Broadcom Just Say Checkmate to Nvidia?

By Keithen Drury, The Motley Fool
Publication Date: 2026-04-14 06:12:00

Key Points

  • Anthropic is expanding its partnership with Broadcom and Alphabet for their custom AI chips.

  • Nvidia is still a large part of Anthropic’s AI training scheme.

Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) and Broadcom (NASDAQ: AVGO) 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.

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However, it leaves a huge question mark regarding the world’s largest company: Nvidia (NASDAQ: NVDA)….