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Featured Story from MarketBeat.com
Broadcom Locks in Multi-Year AI Wins With Google and AnthropicBy Leo Miller. Publication Date: 4/10/2026. 
Key Points
- Shares of AVGO have rebounded by well more than 10% since falling below $300.
- While the de-escalation in the Middle East has been a significant driver, Broadcom's latest AI partnership announcements played a major role.
- Broadcom is deepening its relationship with Google and Anthropic, who should use its AI chips for years to come.
- Special Report: Elon Musk’s $1 Quadrillion AI IPO
After Broadcom (NASDAQ: AVGO) slipped below $300 per share in late March, several developments helped the stock recover to roughly $350. The first was a de‑escalation in the Middle East: a Pakistan‑brokered two‑week ceasefire announced April 7 lifted indexes broadly. With a beta of 1.24, Broadcom is more volatile than the overall market, so the chip giant benefited disproportionately from that news. But much of the recent gain followed another, more consequential announcement.
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On April 7 shares rose more than 6% after Broadcom, Google‑parent company Alphabet (NASDAQ: GOOGL), and Anthropic announced an expansion of their partnership. The move provided evidence that the recent negative sentiment toward Broadcom may have been overdone. Broadcom and Google Re-up Long-Term TPU PartnershipGoogle is Broadcom’s longest‑standing and largest customer for custom artificial intelligence (AI) chips. Together the companies have developed multiple generations of Tensor Processing Units (TPUs)—their answer to NVIDIA’s (NASDAQ: NVDA) graphics processing units (GPUs), which have dominated AI deployment. TPUs and GPUs are not necessarily direct competitors; they often complement one another, with each optimized for specific workloads. In a regulatory filing, Broadcom said it has entered "into a Long Term Agreement for Broadcom to develop and supply" Google's future generations of TPUs. That effectively renews their TPU relationship and keeps Google—Broadcom’s most important customer—in the fold for the foreseeable future. Additionally, the firms entered a “Supply Assurance Agreement for Broadcom to supply networking and other components to be used in Google’s next-generation AI racks through up to 2031.” Networking components are separate from TPUs; they allow TPUs to connect and communicate. With networking equipment accounting for about one‑third of Broadcom’s AI revenue last quarter, that part of the announcement is meaningful as well. Overall, Broadcom has locked in multi‑year agreements with its largest customer for both TPUs and networking, adding substantial long‑term visibility to its outlook. Broadcom Confirms Partnership With Anthropic Amid Rapid GrowthGoogle has traditionally used TPUs for internal needs—training and deploying its general‑purpose AI models and optimizing businesses like YouTube and Google Ads. In recent months it has become clear Google will also extend TPU usage to third‑party customers. The most notable third‑party customer is Anthropic, the company behind Claude, a family of large language models considered by some to be a leading AI assistant. Broadcom, Google, and Anthropic have now expanded their collaboration. Beginning in 2027, Anthropic will access approximately 3.5 gigawatts (GW) of TPU‑based AI compute capacity through Broadcom. GWs are a common metric for the size of data‑center deployments. Bernstein analyst Stacy Rasgon recently estimated that Broadcom generates roughly $20 billion in revenue per GW. Previously Broadcom said Anthropic's TPU demand "was expected" to exceed 3 GW; the new announcement states Anthropic "will" access about 3.5 GW, providing greater confidence in that forecast. Broadcom also says the 3.5 GW figure is part of a larger multiple‑GW commitment from Anthropic, suggesting this is likely the start of a longer‑term relationship. Broadcom did add a conservative caveat, noting the expansion "is dependent on Anthropic's continued commercial success." That risk looks smaller given Anthropic's rapid growth and reports it may be eyeing an IPO this year. From the end of 2025 to early April, Anthropic says its annual revenue run rate rose from $9 billion to $30 billion—about a threefold increase in roughly three months. That rapid expansion supports the view that Anthropic’s commercial momentum will continue. Broadcom, Google and Anthropic Signal That AI Growth Is Here to StayBroadcom continues to lock in long‑term partnerships with some of the biggest players in the AI race. While the market has worried about an AI bubble—which pressured Broadcom—these companies are signaling a different view. Anthropic's rapid growth is a clear counterargument: it shows AI demand is tangible and accelerating. Meanwhile, Broadcom is positioning itself for sustained success through strategic partnerships with leaders in the space. |
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