Kathmandu. Google and Broadcom forge landmark expansion of their long-term partnership, extending collaboration on artificial intelligence hardware through 2031. Announced on April 6, 2026, the deal strengthens Google’s AI infrastructure and ensures a reliable supply of custom chips and networking components for next-generation data centers.
Under this agreement, Broadcom will co-design and supply the latest Tensor Processing Units (TPUs), crucial for powering large-scale AI models. The partnership also includes a supply assurance for networking components, supporting high-performance interconnects for Google’s AI data racks.
A central element of this collaboration involves Anthropic, which will gain access to around 3.5 gigawatts of TPU-based compute capacity beginning in 2027. Most of this infrastructure will be located in the United States to support Anthropic’s AI models, including its Claude platform. Deployment is contingent on the company’s continued growth and commercial success.
The announcement coincides with Anthropic’s rapid financial expansion, as annualized revenue increased from approximately $9 billion in late 2025 to over $30 billion by April 2026. The number of enterprise clients also doubled during the same period.
Following the SEC filings, Broadcom shares rose roughly 3.5 percent in after-hours trading, while Alphabet Inc. remained largely stable as investors considered the long-term capital commitments.
By securing a long-term supply of custom TPUs and networking components, Google and Broadcom forge landmark partnership that strengthens AI infrastructure and supports large-scale compute needs, highlighting the growing importance of specialized hardware in advancing AI technology.
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