Broadcom signs long-term TPU supply deal with Google and expanded AI compute collaboration with Anthropic

Broadcom Inc.

Long Term Agreement to develop and supply custom TPUs for Google's future generations.
Supply Assurance Agreement for networking/components for Google's AI racks through up to 2031.
Expanded collaboration: Anthropic to access ~3.5 GW of TPU-based AI compute capacity through Broadcom starting 2027.
Anthropic's consumption depends on its continued commercial success; discussions with operational/financial partners underway.

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