Broadcom Secures 3.5 GW Google TPU Deal, AI Chip Sales to Hit $100 B
Anthropic’s revenue run rate surged from $9 billion at end-2025 to over $30 billion, prompting a pact to access 3.5 GW of Broadcom-built Google TPU capacity from 2027 under a supply assurance agreement through 2031. Broadcom forecasts AI chip sales topping $100 billion next year, lifting its shares nearly 3.6% in late trading.
1. Anthropic Revenue Surge
Anthropic PBC’s annual run rate climbed to over $30 billion, up from $9 billion at the end of 2025, driven by enterprise demand with more than 1,000 customers spending over $1 million annually on its Claude AI services.
2. Broadcom-Google Long-Term Chip Pact
Broadcom entered a Long Term Agreement to develop and supply custom Tensor Processing Units for Google’s future AI models and secured a Supply Assurance Agreement to provide networking and other components for Google’s AI racks through 2031.
3. Tri-Party Collaboration
Beginning in 2027, Anthropic will access approximately 3.5 gigawatts of next-generation Google TPU-based compute capacity via Broadcom, enabling the AI startup to scale its operations in line with rapid customer growth.
4. Market Impact and Outlook
Broadcom shares rose as much as 3.6% in late trading after the deals were disclosed; CEO Hock Tan anticipates AI chip sales will exceed $100 billion next year, strengthening the company’s position in the global AI infrastructure market.