Broadcom agrees to expanded chip deals with Google, Anthropic

NoodlesOrTokens · 2026-04-06T22:17:51+00:00

Broadcom has agreed to produce AI chips for Google and expanded its deal with Anthropic, providing substantial computing capacity. This reflects growing AI infrastructure demand, with analysts projecting significant revenue growth for Broadcom from these partnerships.

NoodlesOrTokens

2026-04-06 22:17:51

Abstract generation in progress

In this article

AMD
MSFT
AMZN
AVGO
GOOGL

Follow your favorite stocksCREATE FREE ACCOUNT

Broadcom CEO Hock Tan speaks at the digital X event in Cologne, Germany, on September 13, 2022.

Ying Tang | Nurphoto | Getty Images

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 access to about 3.5 gigawatts worth of computing capacity drawing on Google’s AI processors.

Shares of Broadcom rose 3% in extended trading. Google parent Alphabet’s shares were unchanged.

The disclosure in a securities filing underscores the surging demand for infrastructure that can run generative AI models. Anthropic’s popularity has soared this year, with its Claude app becoming the top free U.S. app listed in Apple’s App Store in February after a dispute between the company and the Pentagon became public.

On an earnings call last month, Broadcom CEO Tan said that “for Anthropic, we are off to a very good start in 2026 for one gigawatt of TPU compute. And for 2027, this demand is expected to surge in excess of three gigawatts of compute.”

In a note following the earnings call, analysts at Mizuho led by Vijay Rakesh estimated that Broadcom would pick up $21 billion in AI revenue from Anthropic in 2026 and $42 billion in 2027. Monday’s filing did not contain a dollar amount.

At the same time, Broadcom is collaborating with Anthropic rival OpenAI on custom silicon for AI. Today, both model builders rely heavily on graphics processing units from Nvidia through cloud providers such as Amazon, Google and Microsoft. OpenAI has also committed to drawing on six gigawatts of AMD’s GPUs, with the first gigawatt set to come in the second half of this year.

WATCH: Final Trades: Broadcom, Spotify, Applovin and Uber

watch now

VIDEO1:3401:34

Final Trades: Broadcom, Spotify, Applovin and Uber

Halftime Report

Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

1 Likes