Broadcom secures long-term Google AI chips deal through 2031, expands Anthropic partnership
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Broadcom signs long-term deal to develop Google's custom AI chips
April 6 (Reuters) - Broadcom (AVGO.O), opens new tab said on Monday it has signed a long-term agreement with Google (GOOGL.O), opens new tab to develop and supply future generations of custom artificial intelligence chips and other components for the company's next-generation AI racks through
[2]
Broadcom agrees to expanded chip deals with Google, Anthropic
Broadcom CEO Hock Tan speaks at the digital X event in Cologne, Germany, on September 13, 2022. Broadcom said Monday that it's agreed to produce future versions of artificial intelligence chips for Google, and the chipmaker signed an expanded deal with Anthropic that will give the AI startup
[3]
Broadcom signs long-term deal to develop Google's custom AI chips - The Economic Times
Broadcom said on Monday it has signed a long-term agreement with Google to develop and supply future generations of custom artificial intelligence chips and other components for the company's next-generation AI racks through 2031. The chip firm also signed a deal with Anthropic to provide the AI
[4]
Broadcom Stock Repeats Apple Playbook In AI - Broadcom (NASDAQ:AVGO)
Broadcom Is Repeating Its Apple Playbook -- But This Time It's AIFrom iPhones To AI Factories JPMorgan analyst Harlan Sur points out that Broadcom's relationship with Apple didn't just begin with supply -- it evolved through multiple renewals and upsized commitments as Apple grew more dependent on
[5]
Broadcom TPU Deals Extend 'AI Supply Visibility': Analyst - Broadcom (NASDAQ:AVGO)
Broadcom TPU Deals Extend 'Multi-Year AI Supply Visibility': Analyst The deal includes the supply of 3.5GW (gigawatts) of TPU-based AI compute capacity to AI startup Anthropic, starting in 2027. The deals significantly increase Broadcom's visibility "as a longer-term main design partner for the
[6]
Anthropic's Deal With Broadcom Gets AVGO Stock Trending Overnight -- Here's How Claude-Parent's Valuation Co
Major TPU Expansion To Power Claude AI The expanded compute infrastructure is designed to fuel the company's frontier Claude models and meet growing global demand for its AI services. Investors reacted quickly: Broadcom shares jumped 2.34% overnight, closing at $321.79, at the time of writing,
[7]
Investor Outlook: Broadcom-Google partnership lifts AI chip demand
Broadcom shares are rising after announcing a long-term agreement with Google to develop chips powering faster and more efficient artificial intelligence models, reinforcing the scale of global AI infrastructure demand. BNN Bloomberg spoke with Nicholas Mersch, portfolio manager at Purpose
[8]
Broadcom shares jump on long-term AI chip and networking deals with Google By Investing.com
Investing.com -- Broadcom Inc (NASDAQ:AVGO) shares climbed 2.6% in after-hours trading Monday following the disclosure of major long-term agreements with Google (NASDAQ:GOOGL). The Monday filing reveals a deep commitment to co-developing custom silicon and networking infrastructure through the
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Broadcom Stock Climbs On New Deals With Google, Anthropic - Broadcom (NASDAQ:AVGO)
AVGO stock is up. See the chart and price action here. TPUs for Google, Anthropic In an SEC filing, Broadcom revealed an expanded long-term partnership with Google to power the tech giant's future AI infrastructure. Under the new long-term agreement, Broadcom will design and supply custom tensor
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Broadcom takes center stage on Wall Street
A dominant force in the field of ASICs-custom-designed specialized chips-Broadcom has established itself as a key player in the AI ecosystem. The company notably contributed to the development of Alphabet's Ironwood TPU. The success of models such as Gemini has thus benefited both Google and
[11]
Broadcom signs long-term deal to develop Google's custom AI chips
April 6 (Reuters) - Broadcom said on Monday it has signed a long-term agreement with Google to develop and supply future generations of custom artificial intelligence chips and other components for the company's next-generation AI racks through 2031. The chip firm also signed a deal with Anthropic
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Broadcom has signed a multi-year agreement with Google to develop custom AI chips and components for next-generation AI racks through 2031. The chipmaker also expanded its deal with Anthropic, providing 3.5 gigawatts of AI computing capacity starting in 2027. The agreements cement Broadcom's position in AI infrastructure as demand for alternatives to Nvidia accelerates.
Broadcom Locks in Google Partnership for Custom AI Chips Through 2031
Broadcom announced on Monday it has signed a long-term agreement with Google to develop and supply future generations of custom AI chips and other components for the company's next-generation AI racks through 2031
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. The deal significantly extends the chipmaker's role as a design partner for Google's Tensor Processing Units (TPUs), which have become critical alternatives to Nvidia's dominant graphics processors in the AI market. Financial terms were not disclosed, though shares of AVGO rose approximately 3% in extended trading following the announcement2
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Source: ET
The agreement provides Broadcom with what analysts describe as "multi-year AI supply visibility" across Google's highest-value AI businesses. BofA Securities analyst Vivek Arya noted that the deal solidifies Broadcom's role as the main TPU design partner for Google, addressing concerns that the tech giant might insource chip development or diversify to other partners like MediaTek
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. TPU sales have become a crucial growth engine of Google's cloud revenue as the company seeks to prove its AI investments are generating returns.Anthropic Deal Delivers 3.5 Gigawatts of AI Computing Capacity
Alongside the Google agreement, Broadcom signed an expanded deal with Anthropic to provide the AI startup access to approximately 3.5 gigawatts of AI computing capacity drawing on Google's AI processors, starting in 2027
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. The arrangement builds on Anthropic's commitment to invest $50 billion in strengthening U.S. computing infrastructure as demand for its AI model Claude has accelerated dramatically. The startup's run-rate revenue now surpasses $30 billion in 2026, up from approximately $9 billion at the end of 20253
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Source: Benzinga
Broadcom CEO Hock Tan mentioned during an earnings call last month that the company expected to deliver one gigawatt in Google chips for Anthropic in 2026 and three gigawatts in 2027
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. The chipmaker had previously secured a $10 billion order from Anthropic for custom chips in December. Anthropic trains and runs Claude on a range of AI hardware, including Amazon Web Services' Trainium, Google TPUs, and Nvidia GPUs, though Amazon remains its primary cloud provider and training partner3
.Related Stories
Repeating the Apple Playbook in AI Infrastructure
JPMorgan analyst Harlan Sur drew parallels between Broadcom's current AI strategy and its historically successful relationship with Apple, noting that the company's partnership with the iPhone maker evolved through multiple renewals and upsized commitments as Apple grew more dependent on its RF technology
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. The same pattern now appears to be playing out with AI workloads. By combining compute silicon with networking components inside Google's AI racks, Broadcom isn't just a supplier—it's embedded in the architecture itself, creating a design-in runway that extends across the full AI stack4
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Source: Benzinga
Demand for custom chips such as Google's TPUs has surged in recent years as businesses seek alternatives to Nvidia's pricier graphics processors for AI workloads
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. The agreements position Broadcom to benefit from the infrastructure buildout required to support generative AI models at scale. Sur believes the Google agreement reinforces confidence in AI revenues surpassing $120 billion by 2027, while Arya suggests Broadcom should be able to generate earnings of more than $30 per share by 2030 with its custom ASIC programs providing multi-year visibility4
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. The disclosure underscores the surging demand for infrastructure that can run generative AI models as competition in the AI chip market intensifies.References
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