Broadcom Inc

AVGO: XNAS (USA)

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Broadcom: Google Agreement and Anthropic Commitment Agree With Our Bullish XPU Call

William Kerwin

Apr 7, 2026

Broadcom and Google announced a long-term supply agreement for TPUs and networking chips, until 2031. Anthropic also announced plans to build out 3.5 gigawatts of data center capacity based on Google's TPUs, split between direct buildouts and rental capacity from Google Cloud Platform.

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Broadcom Inc

Broadcom: Google Agreement and Anthropic Commitment Agree With Our Bullish XPU Call

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