Broadcom Agrees to Produce Google's Future TPUs

Broadcom will manufacture future generations of Google’s tensor processing units (TPUs) and has expanded its partnership around Anthropic, enabling the AI startup to tap roughly 3.5 gigawatts of TPU-based compute capacity beginning in 2027. The arrangement, disclosed in regulatory filings and company statements on April 6–7, 2026, follows Broadcom’s existing role producing Google’s TPUs and a prior 1 GW supply commitment. Anthropic says the expanded capacity supports rapid commercial growth—its annualized revenue exceeded $30 billion and it counts more than 1,000 business clients spending over $1M annually. Market reaction was positive for Broadcom stock. For practitioners, this formalizes a long-term TPU supply chain and signals materially larger TPU deployment for multi‑GW model training and inference workloads.