Broadcom signs expanded deals with Google and Anthropic, giving the AI startup access to 3.5 gigawatts of compute capacity

Broadcom agreed to produce future versions of Google's AI chips and signed an expanded deal with Anthropic that will give the startup access to about 3.5 gigawatts of computing capacity built on Google's tensor processing units, up from the 1 gigawatt Broadcom's CEO said was already in place as of early 2026. Anthropic said most of the new infrastructure will be located in the U.S., and disclosed that its annualized revenue has exceeded $30B, up from around $9B at the end of last year, with over 1,000 business clients spending more than $1M annually. Mizuho analysts estimated Broadcom would generate $21B in AI revenue from Anthropic in 2026 and $42B in 2027, though Monday's securities filing did not include a dollar figure.