Broadcom Extends Google TPU Deal, Adds Anthropic Access From 2027

Overview

• Broadcom disclosed it extended its agreement with Alphabet to design and supply future generations of Google’s Tensor Processing Units, the custom chips built to train and run AI models.
• The partners outlined expanded access for Anthropic to about 3.5 gigawatts of TPU capacity starting in 2027, delivered through Google Cloud and directly from Broadcom.
• The 2027 access is contingent on Anthropic’s commercial performance, following a reported $21 billion TPU order for this year.
• The extension eases a key investor worry that Google could in‑house TPU work, strengthening Broadcom’s multi‑year AI revenue plans and its 2027 custom‑chip goal.
• Alphabet will allow Broadcom to sell full TPU racks straight to Anthropic, a shift that also turns TPUs into a direct product line for Alphabet.