Broadcom, commissioned by Google to develop next-generation AI and data center networking chips, announced that it plans to consume the equivalent of 3.5GW of accelerators provided by Anthropic to the advertising and search giant.
News about the two deals was revealed today in Broadcom’s regulatory filing, which includes two pieces of news at the top.
One is a “long-term agreement with Broadcom to develop and supply custom Tensor Processing Units (“TPUs”) for Google’s future generations of TPUs.” Google and Broadcom worked together to produce a custom TPU. Broadcom CEO Hock Tan recently shared his opinion that hyperscalers don’t have the skills to create custom accelerators, and thus predicted that Broadcom’s chip business will capture more than $100 billion in revenue from AI chips in 2027 alone.
The development of next-generation TPUs for Google will likely help make that prediction a reality.
So is the second part of Broadcom’s announcement: “A guaranteed supply agreement for Broadcom to supply networking and other components used in Google’s next-generation AI rack through 2031.”
Broadcom’s filing also reveals that one of the users of Google’s next-generation TPUs will be Anthropic, which will “access approximately 3.5 gigawatts through Broadcom starting in 2027 as part of Anthropic’s committed multi-gigawatts of next-generation TPU-based AI compute power.”
The filing includes notable statements such as:
This sounds a lot like Broadcom’s on record saying that the financial arrangements that would allow it to deploy 3.5GW worth of custom TPUs for Anthropic represent enough risk that the company needs to document in its regulatory filings.
Anthropic appears to be trying to reassure the market about its financial position, stating in its announcement regarding the transaction that “our run-rate revenue now exceeds $30 billion, up from approximately $9 billion at the end of 2025.”
“When we announced our Series G funding in February, we shared that our 500+ enterprise customers were each spending more than $1 million annually,” Anthropic wrote. “Now that number is over 1,000, doubling in less than two months.”
Still, Broadcom remains concerned about AI startups.
Google’s take on this announcement points out that in addition to renting TPUs, Anthropic is a big customer of Google Cloud.
Anthropic noted that it also uses Nvidia kits in addition to AWS’ Trainium AI chips, allowing it to “match workloads to the best chip.” ®
