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Broadcom Expands AI Chip Deals with Google, Anthropic

Broadcom announced expanded agreements to produce AI chips for Google and enhance its deal with Anthropic, providing the startup with 3.5 gigawatts of computing capacity. The deals reflect growing demand for infrastructure to support generative AI models. Anthropic's Claude app recently topped U.S. app charts, boosting its profile. No specific financial terms were disclosed in the latest filing, despite prior references to a $10 billion order. Broadcom's stock increased by 3% following the news. The announcements were made via a securities filing, detailing capacity plans for 2026 and 2027.

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Broadcom Expands AI Chip Deals with Google, Anthropic

Broadcom has announced agreements to produce future artificial intelligence chips for Google and expand its deal with Anthropic, granting the AI startup access to approximately 3.5 gigawatts of computing capacity using Google's processors.

Expanded Deal with Anthropic

  • The expanded agreement provides Anthropic with about 3.5 gigawatts of computing capacity based on Google's AI chips.
  • According to an earnings call, Anthropic is scheduled to receive one gigawatt in 2026 and three gigawatts in 2027.
  • This follows CEO Hock Tan's December mention of a $10 billion custom chip order from Anthropic, though Monday's securities filing did not include a specific dollar amount.

Partnership with Google

  • Broadcom agreed to manufacture future versions of AI chips for Google, supporting the tech giant's AI infrastructure needs.
  • The deals highlight the rising demand for computing resources to run generative AI models.
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Market Reaction and Context

  • Broadcom shares rose 3% in extended trading after the announcement; Alphabet's shares were unchanged.
  • The disclosure was made in a securities filing, emphasizing the competitive push for AI hardware.

Anthropic's Recent Growth

  • Anthropic's Claude app became the top free U.S. app on Apple's App Store in February, following publicized disputes with the Pentagon.
  • This surge in popularity underscores the startup's increasing influence in the AI sector.

Breaking News Note

  • This is a developing story; please refresh for updates as more information emerges.
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