Anthropic to access ~3.5 GW of next-generation TPU capacity through Broadcom from 2027; Broadcom signs long-term TPU supply with Google

The parties

• Broadcomcompany pageSupplier
• Googlecompany pageSupplier
• Anthropiccompany pageBuyer

The source

Broadcom 8-K, 2026-04-06Regulatory filing

Broadcom-Google Long Term Agreement for custom TPUs and a Supply Assurance Agreement through up to 2031. Broadcom notes consumption depends on Anthropic's continued commercial success, and that the parties are in discussions with operational and financial partners. Accelerator as stated: Google TPU (next generation).

The same parties, other deals

• Anthropic commits $11.6B over seven years to Akamai Cloud for CPU workloads; Akamai issues Anthropic a warrant for up to ~5%$11.6B · 24 Sept 2026
• Nscale agrees to provide Anthropic dedicated GPU infrastructure at its Monarch Compute Campus for up to about $44.6B$44.6B · 18 Sept 2026
• Anthropic to deploy up to 2 GW of AMD MI450-series GPUs in Helios racks; AMD commits up to $5B equity in Anthropicundisclosed · 22 Jul 2026
• Anthropic signs a 20-year lease for ~401 MW at TeraWulf's Justified Data campus in Hawesville, Kentucky, ~$19B of contracted revenue$19B · 6 Jul 2026
• Google contracts SpaceX compute capacity, about 110,000 NVIDIA GPUs, $920M a month from October 2026 through June 2029undisclosed · 5 Jun 2026
• Anthropic contracts SpaceX compute capacity across Colossus and Colossus II, about 325,000 NVIDIA GPUs, $1.25B a month through May 2029undisclosed · 3 Jun 2026