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Today's Exclusive News
Broadcom Locks in Multi-Year AI Wins With Google and AnthropicWritten by Leo Miller. Published: 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.
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After Broadcom (NASDAQ: AVGO) slipped below $300 per share in late March, several key developments have helped the stock recover to about $350. The first was de-escalation with Iran. A Pakistan-brokered two-week ceasefire announced April 7 lifted indexes broadly. With a beta of 1.24, Broadcom is more volatile than the broader market, and shares of the chip giant benefited disproportionately from the announcement. However, much of the stock's recent jump followed another development.
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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 partnerships. That news provided evidence that the widespread negative sentiment around Broadcom stock may be unwarranted. 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 buildout since their inception. TPUs and GPUs are not necessarily direct competitors; they often complement each other, with each optimized for different workloads. In a recently released regulatory filing, Broadcom said its relationship with Google will continue for years. The company noted it has entered "into a Long Term Agreement for Broadcom to develop and supply" Google's future generations of TPUs, effectively renewing their TPU partnership across multiple chip generations and giving Broadcom more visibility into future demand. The firms 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 to connect and communicate at scale. With networking equipment accounting for about one-third of Broadcom’s AI revenue last quarter, that part of the announcement is material as well. Overall, Broadcom has locked in multi-year agreements with its largest customer for both TPUs and networking, adding meaningful 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 general-purpose AI models and optimizing businesses like YouTube and Google Ads. Recently, it has become clear Google will also extend TPU usage to third-party customers. The most notable of those customers is Anthropic, the company behind Claude, a family of large language models often cited as among the best AI assistants available. Broadcom, Google, and Anthropic have 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 scale of data center deployments. Bernstein analyst Stacy Rasgon recently estimated Broadcom generates roughly $20 billion in revenue per GW. This disclosure adds detail to earlier guidance. In its last earnings call, Broadcom said it expected TPU demand from Anthropic to exceed 3 GW. The recent announcement specifies Anthropic "will" access about 3.5 GW, increasing confidence in those prior expectations. Broadcom also said the 3.5 GWs are part of the multiple-GW capacity Anthropic has committed to, suggesting this is likely the start of a larger, longer-term commitment. Broadcom included a cautious caveat that the expansion "is dependent on Anthropic's continued commercial success." Anthropic, however, is growing rapidly and is reportedly eyeing an IPO this year. Anthropic says its annual revenue run rate rose from $9 billion at the end of 2025 to $30 billion in early April—tripling in roughly three months. That rapid growth strengthens the case that Anthropic's commercial success will continue. Broadcom, Google and Anthropic Signal That AI Growth Is Here to StayBroadcom is continuing to lock in long-term partnerships with major players in the AI ecosystem. While markets have worried about an AI bubble, which pressured Broadcom shares, these strategic deals suggest a different reality. Anthropic's remarkable growth is one of the clearest counters to the bubble narrative: it shows demand for AI infrastructure is tangible and accelerating. At the same time, Broadcom is positioning itself for sustained success through long-term agreements with leaders in the space. |
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