Broadcom has signed major AI chip deals with Google and Anthropic, expanding its compute capacity with multiple gigawatts of TPU-based capacity. The company's AI chip revenue is expected to exceed $100 billion in 2027.

Broadcom has announced major deals with Google and Anthropic, solidifying its position as a leader in AI infrastructure [doc1]. The partnerships will enable the development of Google's next-generation Tensor Processing Units (TPUs) and provide Anthropic with 3.5 gigawatts of TPU-based capacity starting in 2027 [doc2].

As a result, Broadcom's AI chip revenue is expected to surge to $100 billion in 2027, up from $8.4 billion in Q1 fiscal 2026 [doc1]. The company's ability to deliver high-performance AI solutions will be in high demand, driving its future growth.

The partnerships have also enabled Anthropic to launch Project Glasswing, a cybersecurity initiative that aims to improve the security of critical software and infrastructure [doc11]. By providing access to its AI model, Claude Mythos, Anthropic can help detect and patch vulnerabilities before they are exploited [doc2].

Broadcom Signs Major AI Chip Deals With Google, Anthropic and Expands Compute Capacity