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This Month's Bonus Content
Broadcom Locks in Multi-Year AI Wins With Google and AnthropicSubmitted by Leo Miller. Article Posted: 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: Have $500? Invest in Elon’s AI Masterplan
After Broadcom (NASDAQ: AVGO) slipped below $300 per share in late March, several key developments helped the stock recover to around $350. The first was de-escalation with Iran. A Pakistan-brokered two-week ceasefire, announced April 7, lifted indices broadly. With a beta of 1.24, Broadcom is more volatile than the broad market, so shares of the chip giant benefited disproportionately from the announcement. Much of the stock's recent jump, however, followed another development.
SpaceX is already one of the most valuable private companies on Earth, and some analysts believe its valuation could reach over $1.5 trillion. But since SpaceX isn't publicly traded, most investors assume they have no way to invest—that assumption may be wrong.
According to veteran investor Matt McCall, there's a little-known public investment vehicle that provides exposure to SpaceX and dozens of other private companies, and today shares trade for less than $30. Click here to see the full story
On April 7, shares rose more than 6% after Broadcom, Google-parent company Alphabet (NASDAQ: GOOGL), and Anthropic revealed an expansion of their partnerships. That news provided evidence that the negative sentiment surrounding Broadcom stock may have been overdone. Broadcom and Google Renew Long-Term TPU PartnershipGoogle is Broadcom’s largest and longest-standing customer for custom artificial intelligence (AI) chips. Together, the companies have developed multiple generations of Tensor Processing Units (TPUs)—their alternative to NVIDIA’s (NASDAQ: NVDA) graphics processing units (GPUs), which have dominated AI infrastructure. TPUs and GPUs are not always direct competitors; they often complement each other, with each optimized for different workloads. In a recent 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 confirms Broadcom and Google are renewing their TPU relationship across multiple future generations, signaling that Broadcom’s most important customer will remain a partner for the foreseeable future. The companies also signed 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 distinct from TPUs; they enable TPUs and other hardware to connect and communicate. With networking equipment accounting for about one-third of Broadcom’s AI revenue last quarter, this part of the announcement is meaningful. Overall, Broadcom has secured multi-year agreements with its largest customer for both TPUs and networking, adding significant long-term visibility to its outlook. Broadcom Confirms Partnership With Anthropic Amid Rapid GrowthGoogle has traditionally used TPUs for internal purposes—training and deploying its own AI models and optimizing services such as YouTube and Google Ads. Recently, however, Google has begun extending TPU access to third-party customers. The most notable is Anthropic, the company behind Claude, a family of large language models many consider among the best AI assistants available. Broadcom, Google, and Anthropic have expanded their collaboration. Beginning in 2027, Anthropic will access roughly 3.5 gigawatts (GW) of TPU-based AI compute capacity through Broadcom. Gigawatts are a common metric for describing the scale of data-center deployments. Bernstein analyst Stacy Rasgon recently estimated that Broadcom generates about $20 billion in revenue per GW. This announcement clarifies earlier commentary. In its last earnings call, Broadcom said it expected TPU demand from Anthropic to exceed 3 GW. The new statement provides stronger confidence by specifying that Anthropic "will" access over 3 GW and giving a figure of 3.5 GW. Broadcom also said the 3.5 GW are part of multiple gigawatts Anthropic has committed to, implying this could be the start of a larger, long-term commitment. The company added a conservative caveat, noting the expansion "is dependent on Anthropic's continued commercial success." Fortunately for Broadcom, Anthropic is growing rapidly and may be considering 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—tripling in roughly three months. That growth strengthens the case that Anthropic’s commercial success is durable. Broadcom, Google and Anthropic Signal That AI Growth Is Here to StayBroadcom continues to lock in long-term partnerships with major players in the AI race. While markets have worried about fears of an AI bubble, which weighed on Broadcom shares, these companies are making commitments that suggest sustained demand. Anthropic's rapid growth is a clear counterargument to the bubble thesis: it shows that AI demand is tangible and expanding quickly. Meanwhile, Broadcom is positioning itself for long-term success through deep partnerships with leaders in the space. |
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