Broadcom Signs Major AI Chip Deals With Google, Anthropic and Expands Compute Capacity
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 . 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 .
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 . 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 . By providing access to its AI model, Claude Mythos, Anthropic can help detect and patch vulnerabilities before they are exploited .
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