Compute / the Ledger · 2 deals
Who is paying whom for compute.
Every deal dated, typed in plain words, and linked to the document it comes from.
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Deals with Broadcom as a party. Broadcom’s page · Show every party
| Announced | Deal | Parties | Type | Value | Terms | Source |
|---|---|---|---|---|---|---|
| 6 Apr 2026 | Anthropic to access ~3.5 GW of next-generation TPU capacity through Broadcom from 2027; Broadcom signs long-term TPU supply with GoogleSignedBroadcom-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). | Chip supply | undisclosedNo dollar value disclosed. | 3,500 MW | Broadcom 8-K, 2026-04-06Regulatory filing | |
| 13 Oct 2025 | OpenAI and Broadcom sign a term sheet to deploy 10 GW of OpenAI-designed accelerators and Broadcom networking by 2029AnnouncedDeployment to start H2 2026 and complete by end of 2029. Accelerator as stated: OpenAI-designed custom accelerator. | Chip supply | undisclosedNo dollar value disclosed; a term sheet, not a definitive agreement. | 10,000 MW | OpenAI/Broadcom press release, 2025-10-13Company press release |
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