Anthropic signs a deal with Google and Broadcom for GWs of next-gen TPU capacity, and says its run-rate revenue surpassed $30B, up from ~$9B at the end of 2025
We have signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity that we expect to come online starting in 2027.
Anthropic signs an agreement with Google and Broadcom for multiple GWs of TPU capacity, and says run-rate revenue has crossed $30B, up from ~$9B at 2025's end
We have signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity that we expect to come online starting in 2027.
Cisco unveils its Silicon One G300 switch chip, made using TSMC's 3nm tech, to take on Broadcom and Nvidia in AI infrastructure, set to go on sale in H2 2026
Cisco unveils its Silicon One G300 switch chip, made using TSMC's 3nm tech, to take on Broadcom and Nvidia in AI infrastructure, set to go on sale in H2 2026
Cisco Systems (CSCO.O) on Tuesday launched a new chip and router designed to speed information through massive data centers that will compete …
Driven by the AI boom, chipmakers posted $400B+ in sales in 2025; FactSet projects revenue for Nvidia, Intel, Broadcom, AMD, and Qualcomm to reach $538B in 2026
Wall Street Journal :
Broadcom's shares fell 11% on December 12, their biggest single-day drop since January, after the company's AI sales outlook fell short of investor expectations
Broadcom Inc., a chip company vying with Nvidia Corp. for AI computing revenue, suffered the worst stock decline in more than 10 months …
Source: OpenAI expects to spend 20% to 30% less on AI chips co-developed with Broadcom than on chips from Nvidia, which is notoriously backlogged on GPU orders
OpenAI's latest multibillion-dollar chips deal marks a new direction for the company. But first... Three things to know:
Broadcom begins shipping its Tomahawk 6 data center switch chips, which it says can perform the work of six previous-gen chips, to improve GPU utilization rates
Dina Bass / Bloomberg :
Broadcom CEO Hock Tan says AI spending frenzy will continue until the decade's end, and downplays an Intel bid, saying he had his “hands very full” in AI chips
Tim Bradshaw / Financial Times :