Broadcom agrees to expanded chip deals with Google, Anthropic

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

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.

Broadcom CEO Hock Tan said in December that Anthropic had placed a $10 billion order for custom chips. Monday's filing did not contain a dollar amount.

On an earnings call last month, Tan mentioned one gigawatt in Google chips for Anthropic in 2026 and three gigawatts in 2027.