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    Broadcom secures deal to manufacture future generations of Google’s custom AI chips, expanding existing TPU partnership

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    Separate expanded agreement with Anthropic signals the Claude maker is scaling its custom silicon strategy beyond AWS

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    Deals validate Broadcom’s position as go-to partner for hyperscalers building proprietary AI accelerators

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    Move comes as custom chip development accelerates amid Nvidia supply constraints and cost pressures

Broadcom just locked down two major AI chip deals that could reshape the custom silicon landscape. The semiconductor giant announced it will produce future versions of Google’s artificial intelligence chips while simultaneously expanding its partnership with Anthropic, according to a company announcement. The timing signals both tech giants are preparing for massive AI infrastructure buildouts as the race for enterprise AI dominance intensifies.

Broadcom is cementing its role as the behind-the-scenes architect of AI infrastructure with two deals that reveal how seriously Google and Anthropic are taking their custom chip ambitions.

The partnership extension with Google likely centers on the next iterations of the company’s Tensor Processing Units, the custom accelerators that power everything from Search to Gemini. Google’s been designing its own AI chips since 2016, but Broadcom has quietly been the manufacturing partner making those designs reality. The expanded agreement suggests Google’s planning even more aggressive in-house chip development as it battles to maintain AI leadership against OpenAI and Microsoft.

What’s really interesting is the Anthropic angle. The AI safety-focused company, backed by Amazon and Google, has been relatively quiet about its hardware strategy. This expanded Broadcom deal hints that Anthropic is moving beyond simply renting Nvidia GPUs and AWS infrastructure to develop purpose-built silicon optimized for its Claude models. That’s a play straight from the hyperscaler handbook – and it doesn’t come cheap.

Broadcom’s custom chip business has become a goldmine as tech giants realize they can’t rely solely on off-the-shelf GPUs. The company’s ASIC division, which handles these bespoke designs, has been growing faster than its core networking business. CEO Hock Tan has repeatedly highlighted how AI infrastructure customers are willing to commit billions to multi-year chip development programs.