In a move that signals growing competition in AI hardware, major technology firms are strengthening partnerships to scale computing power and reduce reliance on dominant chipmakers.
Broadcom announced 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 chipmaker also signed a separate deal with Anthropic to provide the AI startup access to about 3.5 gigawatts of AI computing capacity using Google’s AI processors, starting in 2027.
Financial terms of both agreements were not disclosed.
Following the announcement, Broadcom’s shares rose nearly 3% in extended trading. The demand for custom chips such as Google’s tensor processing units (TPUs), used for AI workloads, has increased sharply in recent years as companies look for cost-effective alternatives to Nvidia’s high-priced graphics processing units (GPUs).
Earlier reports had indicated that Google is actively working to position its TPUs as a strong alternative to Nvidia’s market-leading GPUs. TPU sales have become a key driver of growth in Google’s cloud business, as the company aims to demonstrate returns on its large AI investments.
Anthropic said on Monday that the new agreement supports its broader plan to invest $50 billion in strengthening US computing infrastructure.
The company also reported strong growth in demand for its AI model Claude in 2026. Its run-rate revenue has crossed $30 billion, compared to about $9 billion at the end of 2025.
Anthropic added that it trains and operates Claude on a mix of AI hardware platforms, including Amazon Web Services’ Trainium chips, Google TPUs, and Nvidia GPUs. Despite this, Amazon continues to be its primary cloud provider and training partner.
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