Filing: Broadcom agrees to produce future versions of Google's TPUs and expands its Anthropic deal to give the startup access to ~3.5 GW of computing capacity

- Broadcom said it agreed to produce future versions of Google's artificial intelligence chips,

CNBC 2026-04-07 Jordan Novet

@anthropicai @anthropicai on x
We've signed an agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity, coming online starting in 2027, to train and serve frontier Claude models.
@yuchenj_uw Yuchen Jin on x
Crazy revenue growth at Anthropic. So they officially surpassed OpenAI's $25B ARR reported a few days ago? The focus on coding models and enterprise clearly paid off. Once you're locked into a year-long contract, switching to Codex isn't easy. Claude Code shipping velocity is [im…
@eliebakouch Elie on x
i'm never complaining about inference/training mismatch again [image]
@beffjezos @beffjezos on x
This is long Google. TPUs are awesome
@firstadopter Tae Kim on x
Oops. Looks like the Broadcom / Anthropic news isn't really new. Broadcom CEO announced it during the earnings call on March 4. I even wrote it up. lol [image]
@petergostev Peter Gostev on x
It's so curious to me, doesn't look like Google is serious about AI. They've been investing in Anthropic for years, selling them TPUs, and basically diverting resources from Gemini while it is cracking under capacity constraints. Imagine OpenAI selling capacity to their core
@theprimeagen @theprimeagen on x
The downfall of Nvidia begins? Long live dedicated silicon

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