Broadcom signs long-term agreement to develop custom AI chips for Google

MaticHoleFiller · 2026-04-09T00:55:03+00:00

Broadcom signs a long-term agreement with Google to develop custom chips for its next-generation AI racks, with the agreement valid until 2031. At the same time, Broadcom has also partnered with Anthropic to provide 3.5 gigawatts of AI computing capacity. The demand for custom chips is increasing, and Google's TPU is striving to become an alternative to NVIDIA GPUs.

MaticHoleFiller

2026-04-09 00:55:03

Abstract generation in progress

Broadcom said Monday that it has signed a long-term agreement with Google to develop and supply future generations of custom AI chips and other components for Google’s next-generation AI racks, with the agreement running through 2031.

The chip company also signed an agreement with Anthropic to provide this AI startup with approximately 3.5 gigawatts of AI computing capacity starting in 2027. This capacity will be enabled by Google’s AI processors.

In recent years, demand for custom chips for AI workloads—such as Google’s Tensor Processing Unit (TPU)—has surged as companies look for alternatives to Nvidia’s costly graphics processing units.

Reports in December last year said Google was working to make its TPU a viable alternative to Nvidia’s market-leading GPUs. TPU sales have become a key growth engine for Google Cloud revenue, and Google is hoping to show investors that its investments in artificial intelligence are paying off.

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Editor: Yu Jian SF069

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