Broadcom Secures Five-Year AI Chip Deal with Google, Grants Anthropic 3.5 GW Compute
Broadcom Inc has agreed a five-year deal with Google to design and supply custom AI processors and data centre components through 2031. It also granted Anthropic access to about 3.5 gigawatts of AI compute capacity powered by Google processors from 2027, supporting its $30 billion annualised revenue surge.
1. Five-Year AI Partnership
Broadcom will design and supply Google’s next-generation custom AI processors and data centre components through 2031. The agreement aims to reduce Google’s reliance on third-party GPU vendors and optimize the economics of its cloud infrastructure.
2. Anthropic Compute Access
In a related deal, Broadcom grants Anthropic access to approximately 3.5 GW of AI compute capacity powered by Google processors beginning in 2027. This infrastructure supports Anthropic’s rapid expansion, with annualised revenue surpassing $30 billion, more than triple the figure from a year earlier.
3. Industry Implications
These partnerships highlight a broader industry shift toward in-house silicon development as major AI players seek cost control and performance customization. Broadcom stands to secure steady AI-driven revenue streams as hyperscalers internalize chip design and production.