en.Wedoany.com Reported - According to regulatory filings submitted by Broadcom to the U.S. Securities and Exchange Commission (SEC) on April 6 local time, Broadcom and Google have signed a long-term agreement to collaborate on the development and supply of Tensor Processing Units (TPUs), with the agreement valid until 2031. Broadcom will research, develop, and supply customized TPUs for Google's next-generation Tensor Processing Units, while also providing networking and other components for Google's new generation of AI server racks. Following the official disclosure of this agreement by Broadcom, the market reacted immediately, with Broadcom's stock price rising 3% in after-hours trading.

According to the same SEC filing, Broadcom has also signed an expanded agreement with the artificial intelligence company Anthropic. Starting in 2027, Anthropic will receive approximately 3.5 gigawatts of TPU computing power support through Broadcom. Broadcom disclosed that this computing power will be provided based on Google's AI processors, and the scale of Anthropic's utilization of this additional AI computing power will depend on its subsequent commercial performance. According to an Anthropic announcement, its current annualized revenue has exceeded $30 billion, a significant increase from approximately $9 billion at the end of 2025; the number of enterprise customers with annual expenditures exceeding $1 million has more than doubled to over 1,000 in less than two months.

The tripartite collaboration between Broadcom, Google, and Anthropic further strengthens the existing relationship between Anthropic and Google Cloud, with most of the new computing power to be deployed in the United States. Broadcom CEO Hock Tan stated during last month's earnings conference call that Anthropic's TPU computing power demand is expected to be 1 gigawatt in 2026 and exceed 3 gigawatts in 2027. In addition to Anthropic, Broadcom is also collaborating with OpenAI to develop customized chips for AI, demonstrating its increasingly solid key position in the AI infrastructure market.

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