Broadcom has agreed to produce future AI chips for Google and signed an expanded deal with Anthropic, providing access to 3.5 gigawatts of computing capacity. The deals highlight growing demand for AI infrastructure.
- Broadcom agreed to produce future AI chips for Google.
- Expanded partnership with Anthropic provides 3.5 gigawatts of computing capacity.
- Anthropic's Claude app became the top free U.S. app on Apple's App Store in February.
- Broadcom CEO expects demand from Anthropic to exceed three gigawatts in 2027.
- Mizuho analysts estimated potential AI revenue from Anthropic at $21 billion in 2026 and $42 billion in 2027.
- Broadcom is also collaborating with OpenAI on custom silicon for AI.
Sign up free to read the full analysis
Create a free account to unlock full AI-curated market articles, personalized alerts, and more.
Share this article