Broadcom to Supply AI Chips to Google, Computing Capacity to Anthropic in Expanded Collaboration

Broadcom will develop and supply custom AI chips for Google and computing capacity to Anthropic, expanding their collaboration.

Broadcom AVGO -0.04%decrease; red down pointing triangle will develop and supply custom artificial-intelligence chips for Google and additional computing capacity to Anthropic in an expansion of the strategic collaboration between the three companies.

The chip manufacturer said Monday it will supply Google with custom Tensor Processing Units, along with networking and other components for Google's next-generation AI data center racks through up to 2031 as part of a supply assurance agreement.

Anthropic will access about 3.5 gigawatts of TPU-based computing capacity beginning in 2027 as part of its commitment for multiple gigawatts of compute capacity, Broadcom said.

The expanded compute capacity is "dependent on Anthropic's continued commercial success," Broadcom said.

"In connection with this deployment, the parties are in discussions with certain operational and financial partners," Broadcom added.

Broadcom's agreement to supply chips to Google comes as the latter company is looking to expand the market for its TPUs, The Wall Street Journal has reported.